KG&L Capital 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
2025 Q2	–	Sell	-15,382	Closed	-$527K	–	206
2025 Q1	$527K	Sell	15,382 -10,359	-40%	-$355K	0.17%	119
2024 Q4	$785K	Sell	25,741 -4,259	-14%	-$130K	0.25%	83
2024 Q3	$1.25M	Buy	+30,000	New	+$1.25M	0.4%	57