Evolution Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.42M	Sell	10,124 -1,395	-12%	-$333K	0.35%	46
2025 Q1	$2.17M	Buy	11,519 +4,147	+56%	+$780K	0.36%	47
2024 Q4	$1.59M	Sell	7,372 -2,130	-22%	-$459K	0.27%	51
2024 Q3	$2.19M	Buy	9,502 +7,780	+452%	+$1.79M	0.39%	44
2024 Q2	$425K	Buy	+1,722	New	+$425K	0.08%	88