Tandem Capital 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
2025 Q2	$971K	Hold	3,480	–	–	0.49%	57
2025 Q1	$736K	Hold	3,480	–	–	0.41%	64
2024 Q4	$843K	Buy	3,480 +5	+0.1%	+$1.21K	0.45%	59
2024 Q3	$853K	Buy	3,475 +260	+8%	+$63.8K	0.45%	58
2024 Q2	$867K	Buy	+3,215	New	+$867K	0.48%	60