Ring Mountain Capital’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
$9.16M Buy
31,554
+2,686
+9% +$780K 5.58% 5
2025
Q1
$6.1M Buy
28,868
+1,847
+7% +$391K 4.59% 6
2024
Q4
$6.54M Buy
+27,021
New +$6.54M 4.38% 7