Avalon Investment & Advisory’s Super Micro Computer SMCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-152,770	Closed	-$507K	–	264
2015 Q1	$507K	Buy	152,770 +42,570	+39%	+$141K	0.02%	172
2014 Q4	$384K	Buy	+110,200	New	+$384K	0.02%	167