Arosa Capital Management’s BWX Technologies BWXT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.15M	Sell	8,000 -3,000	-27%	-$432K	0.22%	30
2025 Q1	$1.09M	Buy	+11,000	New	+$1.09M	0.4%	31