WealthPlan Investment Management’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	$323K	Sell	6,586 -449	-6%	-$22K	0.02%	282
2025 Q1	$241K	Sell	7,035 -100	-1%	-$3.42K	0.02%	245
2024 Q4	$217K	Buy	+7,135	New	+$217K	0.02%	249