SeaBridge Investment Advisors’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 -1,526	-34%	-$426K	0.16%	111
2025 Q1	$958K	Sell	4,532 -120	-3%	-$25.4K	0.21%	106
2024 Q4	$1.13M	Buy	+4,652	New	+$1.13M	0.24%	100