Capital Advisors Inc’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
$2.31M Sell
47,056
-195
-0.4% -$9.56K 0.04% 118
2025
Q1
$1.62M Buy
47,251
+13,451
+40% +$461K 0.03% 127
2024
Q4
$1.03M Buy
+33,800
New +$1.03M 0.02% 136
2024
Q3
Sell
-3,800
Closed -$311K 317
2024
Q2
$311K Buy
+3,800
New +$311K 0.01% 243