Kaizen Financial Strategies’s VanEck Semiconductor ETF SMH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.96M	Buy	10,910 +1,382	+15%	+$549K	2.1%	11
2025 Q4	$3.43M	Buy	9,528 +5	+0.1%	+$1.75K	1.51%	16
2025 Q3	$3.34M	Sell	9,523 -1,988	-17%	-$589K	1.51%	15
2025 Q2	$3.21M	Sell	11,511 -80	-0.7%	-$18.6K	1.63%	15
2025 Q1	$2.45M	Buy	11,591 +244	+2%	+$58.5K	1.41%	17
2024 Q4	$2.75M	Sell	11,347 -328	-3%	-$81.4K	1.56%	17
2024 Q3	$2.87M	Buy	11,675 +925	+9%	+$225K	1.66%	15
2024 Q2	$2.47M	Buy	10,750 +564	+6%	+$132K	1.54%	17
2024 Q1	$2.29M	Sell	10,186 -2,075	-17%	-$417K	1.56%	17
2023 Q4	$2.14M	Sell	12,261 -530	-4%	-$83K	1.63%	17
2023 Q3	$1.85M	Buy	12,791 +3,164	+33%	+$479K	1.57%	18
2023 Q2	$1.49M	Buy	9,627 +355	+4%	+$48K	1.27%	17
2023 Q1	$1.22M	Sell	9,272 -4,010	-30%	-$481K	1.2%	20
2022 Q4	$1.5M	Sell	13,282 -926	-7%	-$94.1K	1.48%	21
2022 Q3	$1.31M	Buy	14,208 +2,114	+17%	+$230K	1.34%	23
2022 Q2	$1.23M	Sell	12,094 -354	-3%	-$41.1K	1.22%	25
2022 Q1	$1.68M	Buy	12,448 +1,008	+9%	+$138K	1.32%	23
2021 Q4	$1.77M	Buy	11,440 +5,606	+96%	+$811K	1.32%	19
2021 Q3	$748K	Buy	+5,834	New	+$768K	0.6%	51
2021 Q1	$964K	Buy	+7,918	New	+$938K	0.92%	37