Kanawha Capital Management’s TSMC TSM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$230K	Sell	1,017 -485	-32%	-$110K	0.02%	205
2025 Q1	$249K	Buy	1,502 +250	+20%	+$41.5K	0.02%	193
2024 Q4	$247K	Sell	1,252 -159	-11%	-$31.4K	0.02%	194
2024 Q3	$245K	Hold	1,411	–	–	0.02%	213
2024 Q2	$245K	Buy	+1,411	New	+$245K	0.02%	211