KCM Investment Advisors’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	$8.61M	Buy	22,459 +1,748	+8%	+$694K	0.29%	70
2025 Q4	$7.46M	Buy	20,711 +4,349	+27%	+$1.53M	0.24%	73
2025 Q3	$5.34M	Buy	16,362 +4,398	+37%	+$1.3M	0.17%	91
2025 Q2	$3.34M	Sell	11,964 -6,683	-36%	-$1.55M	0.11%	117
2025 Q1	$3.94M	Buy	18,647 +14,638	+365%	+$3.51M	0.14%	104
2024 Q4	$971K	Buy	4,009 +120	+3%	+$29.8K	0.03%	207
2024 Q3	$955K	Buy	3,889 +165	+4%	+$40.1K	0.03%	214
2024 Q2	$971K	Hold	3,724	–	–	0.03%	213
2024 Q1	$838K	Hold	3,724	–	–	0.03%	224
2023 Q4	$651K	Hold	3,724	–	–	0.03%	231
2023 Q3	$540K	Sell	3,724 -64	-2%	-$9.69K	0.02%	241
2023 Q2	$577K	Hold	3,788	–	–	0.02%	246
2023 Q1	$498K	Hold	3,788	–	–	0.02%	272
2022 Q4	$384K	Hold	3,788	–	–	0.02%	295
2022 Q3	$351K	Hold	3,788	–	–	0.02%	290
2022 Q2	$386K	Hold	3,788	–	–	0.02%	290
2022 Q1	$511K	Sell	3,788 -416	-10%	-$57K	0.02%	282
2021 Q4	$649K	Buy	4,204 +64	+2%	+$9.25K	0.02%	261
2021 Q3	$530K	Hold	4,140	–	–	0.02%	266
2021 Q2	$543K	Hold	4,140	–	–	0.02%	254
2021 Q1	$504K	Hold	4,140	–	–	0.02%	252
2020 Q4	$452K	Hold	4,140	–	–	0.02%	246
2020 Q3	$361K	Hold	4,140	–	–	0.02%	250
2020 Q2	$316K	Hold	4,140	–	–	0.02%	272
2020 Q1	$242K	Sell	4,140 -182	-4%	-$12.3K	0.02%	280
2019 Q4	$306K	Hold	4,322	–	–	0.02%	291
2019 Q3	$257K	Hold	4,322	–	–	0.01%	298
2019 Q2	$238K	Sell	4,322 -404	-9%	-$22K	0.01%	301
2019 Q1	$251K	Buy	+4,726	New	+$234K	0.02%	290
2017 Q4	–	Sell	-7,752	Closed	-$362K	–	530
2017 Q3	$362K	Sell	7,752 -5,872	-43%	-$257K	0.02%	402
2017 Q2	$558K	Sell	13,624 -4,420	-24%	-$182K	0.04%	338
2017 Q1	$719K	Buy	+18,044	New	+$687K	0.05%	298