TrinityPoint Wealth’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	-11,770	Closed	-$490K	–	350
2024 Q3	$490K	Sell	11,770 -6,530	-36%	-$272K	0.07%	219
2024 Q2	$1.5M	Sell	18,300 -510	-3%	-$41.8K	0.23%	106
2024 Q1	$1.9M	Buy	+18,810	New	+$1.9M	0.31%	84