Burney Company’s Super Micro Computer SMCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-6,850	Closed	-$328K	–	635
2025 Q3	$328K	Buy	6,850 +56	+0.8%	+$2.67K	0.01%	489
2025 Q2	$333K	Buy	6,794 +37	+0.5%	+$1.43K	0.01%	481
2025 Q1	$231K	Hold	6,757	–	–	0.01%	539
2024 Q4	$206K	Sell	6,757 -3,683	-35%	-$134K	0.01%	571
2024 Q3	$435K	Sell	10,440 -30	-0.3%	-$1.83K	0.02%	453
2024 Q2	$858K	Sell	10,470 -30	-0.3%	-$2.56K	0.03%	336
2024 Q1	$1.06M	Sell	10,500 -220	-2%	-$16.1K	0.04%	320
2023 Q4	$305K	Sell	10,720 -940	-8%	-$26.1K	0.01%	497
2023 Q3	$320K	Buy	11,660 +3,330	+40%	+$92.9K	0.02%	474
2023 Q2	$208K	Buy	+8,330	New	+$140K	0.01%	547