TOBAM’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
Q4
Sell
-95,750
Closed -$3.99M 336
2024
Q3
$3.99M Buy
95,750
+26,790
+39% +$1.12M 0.73% 46
2024
Q2
$5.65M Sell
68,960
-55,890
-45% -$4.58M 0.89% 42
2024
Q1
$12.6M Sell
124,850
-334,030
-73% -$33.7M 1.13% 31
2023
Q4
$13M Sell
458,880
-95,890
-17% -$2.73M 1.14% 39
2023
Q3
$15.2M Buy
554,770
+525,950
+1,825% +$14.4M 1.22% 32
2023
Q2
$718K Buy
+28,820
New +$718K 0.05% 126