BluePath Capital Management’s Super Micro Computer SMCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.52M	Buy	30,987 +4,625	+18%	+$227K	0.74%	32
2025 Q1	$903K	Sell	26,362 -1,513	-5%	-$51.8K	0.52%	60
2024 Q4	$866K	Buy	27,875 +16,795	+152%	+$522K	0.47%	60
2024 Q3	$461K	Buy	+11,080	New	+$461K	0.28%	78