Southpoint Capital Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-240,000	Closed	-$27.8M	–	65
2022 Q4	$27.8M	Buy	+240,000	New	+$27.8M	0.72%	34