Isthmus Partners’s Sanmina SANM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$535K	Hold	5,466	–	–	0.06%	139
2025 Q1	$416K	Buy	5,466 +81	+2%	+$6.17K	0.05%	153
2024 Q4	$407K	Buy	5,385 +251	+5%	+$19K	0.05%	156
2024 Q3	$351K	Buy	+5,134	New	+$351K	0.04%	161