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Luminist Capital’s VanEck Semiconductor ETF SMH Stock Holding History

Luminist Capital’s Portfolio SMH Stock Details SMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$37.1K Buy
135
+40
+42% +$11K 0.04% 104
2025
Q1 		$20.1K Sell
95
-28
-23% -$5.92K 0.02% 102
2024
Q4 		$29.7K Buy
+123
New +$29.7K 0.05% 83