Steamboat Capital 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
Q1
Sell
-34,500
Closed -$981K 45
2023
Q4
$981K Sell
34,500
-5,660
-14% -$161K 0.37% 37
2023
Q3
$1.1M Sell
40,160
-35,070
-47% -$962K 0.41% 36
2023
Q2
$1.88M Sell
75,230
-226,390
-75% -$5.64M 0.65% 35
2023
Q1
$3.21M Sell
301,620
-498,380
-62% -$5.31M 1.07% 31
2022
Q4
$6.57M Buy
+800,000
New +$6.57M 2.67% 14