F/M Investments’s SM Energy SM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-55,635	Closed	-$2.16M	–	408
2024 Q4	$2.16M	Sell	55,635 -85,805	-61%	-$3.33M	0.08%	220
2024 Q3	$5.65M	Buy	141,440 +33,286	+31%	+$1.33M	0.18%	160
2024 Q2	$4.68M	Buy	+108,154	New	+$4.68M	0.17%	161