Rowlandmiller & 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	$4.47M	Buy	91,213 +5,688	+7%	+$279K	0.92%	32
2025 Q1	$2.93M	Buy	85,525 +29,225	+52%	+$1M	0.62%	44
2024 Q4	$1.72M	Buy	56,300 +15,470	+38%	+$472K	0.36%	62
2024 Q3	$1.7M	Buy	+40,830	New	+$1.7M	0.35%	63