GAMMA Investing’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
$600K Sell
12,247
-2,296
-16% -$113K 0.04% 416
2025
Q1
$498K Buy
14,543
+8,202
+129% +$281K 0.04% 420
2024
Q4
$193K Buy
6,341
+1,311
+26% +$40K 0.02% 706
2024
Q3
$209K Buy
5,030
+1,770
+54% +$73.7K 0.02% 604
2024
Q2
$267K Sell
3,260
-10
-0.3% -$819 0.04% 415
2024
Q1
$330K Buy
3,270
+1,310
+67% +$132K 0.07% 273
2023
Q4
$104K Buy
+1,960
New +$104K 0.03% 535