Semanteon Capital Management’s Winmark WINA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,041	Closed	-$967K	–	284
2025 Q1	$967K	Buy	+3,041	New	+$967K	0.53%	75
2024 Q2	–	Sell	-1,423	Closed	-$515K	–	325
2024 Q1	$515K	Buy	+1,423	New	+$515K	0.33%	127