Thoroughbred Financial Services’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
$3.67M Buy
74,817
+23,579
+46% +$1.16M 0.26% 82
2025
Q1
$1.75M Buy
51,238
+29,692
+138% +$1.02M 0.11% 193
2024
Q4
$656K Buy
+21,546
New +$656K 0.04% 357
2024
Q3
Sell
-92,120
Closed -$7.55M 685
2024
Q2
$7.55M Buy
92,120
+51,190
+125% +$4.19M 0.51% 37
2024
Q1
$4.13M Buy
40,930
+4,650
+13% +$470K 0.4% 59
2023
Q4
$1.03M Buy
36,280
+20,460
+129% +$581K 0.08% 233
2023
Q3
$433K Buy
+15,820
New +$433K 0.04% 348