Lowery Thomas LLC’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	$6.95M	Buy	18,144 +141	+0.8%	+$56K	3.97%	8
2025 Q4	$6.48M	Buy	18,003 +83	+0.5%	+$29.1K	3.66%	9
2025 Q3	$5.85M	Buy	17,920 +1,171	+7%	+$347K	3.38%	9
2025 Q2	$4.67M	Sell	16,749 -1,888	-10%	-$438K	2.99%	10
2025 Q1	$3.94M	Sell	18,637 -643	-3%	-$154K	2.7%	12
2024 Q4	$4.67M	Buy	19,280 +589	+3%	+$146K	3.04%	10
2024 Q3	$4.59M	Buy	18,691 +1,404	+8%	+$341K	3.11%	10
2024 Q2	$4.51M	Buy	17,287 +1,216	+8%	+$285K	3.29%	12
2024 Q1	$3.62M	Buy	16,071 +459	+3%	+$92.3K	2.77%	13
2023 Q4	$2.73M	Buy	15,612 +1,731	+12%	+$271K	2.34%	15
2023 Q3	$2.01M	Buy	13,881 +3,534	+34%	+$535K	1.92%	16
2023 Q2	$1.58M	Buy	10,347 +1,303	+14%	+$176K	1.55%	18
2023 Q1	$1.19M	Sell	9,044 -788	-8%	-$94.5K	1.31%	21
2022 Q4	$998K	Sell	9,832 -14,040	-59%	-$1.43M	1.2%	20
2022 Q3	$2.21M	Sell	23,872 -3,784	-14%	-$413K	2.58%	14
2022 Q2	$2.82M	Sell	27,656 -8,330	-23%	-$967K	2.69%	15
2022 Q1	$4.85M	Sell	35,986 -966	-3%	-$132K	3.77%	8
2021 Q4	$5.71M	Buy	+36,952	New	+$5.34M	3.94%	7