Semanteon Capital Management’s MACOM Technology Solutions MTSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$795K	Sell	5,545 -9,045	-62%	-$1.3M	1.2%	33
2025 Q1	$1.46M	Buy	14,590 +3,809	+35%	+$382K	0.8%	21
2024 Q4	$1.4M	Buy	+10,781	New	+$1.4M	0.75%	52