&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
2025
Q2
$1.6M Buy
38,462
+9,593
+33% +$398K 0.01% 765
2025
Q1
$989K Buy
28,869
+16,430
+132% +$563K 0.01% 836
2024
Q4
$419K Buy
+12,439
New +$419K 0.01% 1152