Circle Wealth 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
2024
Q3
Sell
-7,310
Closed -$599K 224
2024
Q2
$599K Buy
7,310
+4,670
+177% +$383K 0.01% 142
2024
Q1
$267K Buy
+2,640
New +$267K 0.01% 176