Semanteon Capital Management’s Dutch Bros BROS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-20,824	Closed	-$1.29M	–	123
2025 Q1	$1.29M	Buy	+20,824	New	+$1.29M	0.7%	52