Silphium Asset Management’s VanEck Semiconductor ETF SMH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,200	Closed	-$224K	–	49
2022 Q2	$224K	Sell	2,200 -2,200	-50%	-$224K	0.34%	27
2022 Q1	$594K	Buy	4,400 +1,000	+29%	+$135K	0.71%	30
2021 Q4	$525K	Sell	3,400 -1,550	-31%	-$239K	0.49%	15
2021 Q3	$634K	Buy	+4,950	New	+$634K	0.25%	60