Semanteon Capital Management’s Amicus Therapeutics FOLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-21,674	Closed	-$177K	–	158
2025 Q1	$177K	Sell	21,674 -127,482	-85%	-$1.04M	0.1%	225
2024 Q4	$1.41M	Buy	149,156 +43,288	+41%	+$408K	0.75%	50
2024 Q3	$1.13M	Buy	+105,868	New	+$1.13M	0.77%	52