Independent Solutions Wealth Management’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	-7,110	Closed	-$341K	–	182
2025 Q3	$341K	Sell	7,110 -2,027	-22%	-$96.8K	0.06%	146
2025 Q2	$448K	Sell	9,137 -300	-3%	-$11.6K	0.09%	129
2025 Q1	$323K	Buy	9,437 +1,000	+12%	+$37.9K	0.07%	145
2024 Q4	$257K	Buy	+8,437	New	+$307K	0.06%	151
2024 Q3	–	Sell	-28,370	Closed	-$2.32M	–	174
2024 Q2	$2.32M	Buy	28,370 +750	+3%	+$64.1K	0.53%	59
2024 Q1	$2.79M	Sell	27,620 -6,390	-19%	-$468K	0.66%	44
2023 Q4	$967K	Buy	34,010 +18,550	+120%	+$514K	0.25%	95
2023 Q3	$424K	Buy	15,460 +140	+0.9%	+$3.9K	0.12%	139
2023 Q2	$382K	Buy	+15,320	New	+$257K	0.1%	147