Warther Private 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
2025 Q1	–	Sell	-14,890	Closed	-$454K	–	83
2024 Q4	$454K	Sell	14,890 -116,600	-89%	-$3.55M	0.15%	45
2024 Q3	$5.48M	Buy	131,490 +128,430	+4,197%	+$5.35M	1.92%	20
2024 Q2	$251K	Buy	+3,060	New	+$251K	0.1%	70