KG&L Capital Management’s VanEck Semiconductor ETF SMH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$838K	Sell	3,006 -96	-3%	-$26.8K	0.25%	86
2025 Q1	$656K	Buy	3,102 +599	+24%	+$127K	0.21%	99
2024 Q4	$606K	Buy	2,503 +606	+32%	+$147K	0.19%	100
2024 Q3	$466K	Buy	1,897 +458	+32%	+$112K	0.15%	130
2024 Q2	$375K	Buy	+1,439	New	+$375K	0.13%	143