Graham Capital Management’s J.M. Smucker SJM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-7,463	Closed	-$939K	–	1308
2024 Q1	$939K	Buy	7,463 +494	+7%	+$62.2K	0.02%	425
2023 Q4	$881K	Buy	+6,969	New	+$881K	0.02%	391
2022 Q4	–	Sell	-2,074	Closed	-$284K	–	1309
2022 Q3	$284K	Buy	+2,074	New	+$284K	0.01%	913