Lisanti Capital Growth’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 Q1	–	Sell	-23,350	Closed	-$664K	–	149
2023 Q4	$664K	Sell	23,350 -117,400	-83%	-$3.34M	0.16%	118
2023 Q3	$3.86M	Sell	140,750 -11,150	-7%	-$306K	0.61%	70
2023 Q2	$3.79M	Buy	+151,900	New	+$3.79M	0.52%	84