Moody Aldrich Partners’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 Q2	–	Sell	-54,600	Closed	-$5.51M	–	235
2024 Q1	$5.51M	Sell	54,600 -83,830	-61%	-$8.47M	0.94%	35
2023 Q4	$3.94M	Buy	138,430 +35,690	+35%	+$1.01M	0.71%	63
2023 Q3	$2.82M	Sell	102,740 -10,400	-9%	-$285K	0.53%	71
2023 Q2	$2.82M	Buy	+113,140	New	+$2.82M	0.55%	73