Plustick 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	$13M	Buy	265,000 +10,000	+4%	+$490K	7.7%	5
2025 Q1	$8.73M	Buy	255,000 +30,000	+13%	+$1.03M	6.36%	5
2024 Q4	$6.86M	Buy	+225,000	New	+$6.86M	4.32%	8