Rappaport Reiches 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 Q1	$947K	Sell	4,477 -1,664	-27%	-$352K	0.24%	43
2024 Q4	$1.49M	Sell	6,141 -794	-11%	-$192K	0.38%	31
2024 Q3	$1.7M	Sell	6,935 -720	-9%	-$177K	0.45%	28
2024 Q2	$2M	Buy	7,655 +1,986	+35%	+$518K	0.59%	24
2024 Q1	$1.28M	Buy	+5,669	New	+$1.28M	0.4%	38