Semanteon Capital Management’s Carvana CVNA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$951K	Buy	+2,823	New	+$951K	1.43%	24
2025 Q1	–	Sell	-4,472	Closed	-$909K	–	263
2024 Q4	$909K	Buy	+4,472	New	+$909K	0.49%	90