Semanteon Capital Management’s Nova NVMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,017
Closed -$925K 216
2025
Q1
$925K Buy
+5,017
New +$925K 0.5% 81
2024
Q4
Sell
-4,681
Closed -$975K 302
2024
Q3
$975K Buy
4,681
+3,228
+222% +$673K 0.66% 69
2024
Q2
$341K Sell
1,453
-4,722
-76% -$1.11M 0.24% 151
2024
Q1
$1.1M Sell
6,175
-2,970
-32% -$527K 0.7% 68
2023
Q4
$1.26M Buy
+9,145
New +$1.26M 0.85% 15