Advisory Research’s NuScale Power SMR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-104,586	Closed	-$1.07M	–	399
2022 Q4	$1.07M	Sell	104,586 -2,278	-2%	-$23.4K	0.1%	154
2022 Q3	$1.25M	Sell	106,864 -34,938	-25%	-$408K	0.12%	129
2022 Q2	$1.42M	Buy	+141,802	New	+$1.42M	0.14%	112