Kodai Capital Management’s Silicon Motion SIMO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.1M Sell
41,604
-440,025
-91% -$22.2M 0.08% 126
2024
Q4
$26M Sell
481,629
-184,894
-28% -$9.99M 1.07% 36
2024
Q3
$40.5M Buy
666,523
+84,795
+15% +$5.15M 0.84% 38
2024
Q2
$47.1M Buy
581,728
+33,044
+6% +$2.68M 0.9% 38
2024
Q1
$42.2M Sell
548,684
-170,643
-24% -$13.1M 0.99% 38
2023
Q4
$44.1M Buy
+719,327
New +$44.1M 0.9% 36