BOK Financial’s NuScale Power SMR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-75,000	Closed	-$1.51M	–	1365
2024 Q4	$1.51M	Buy	75,000 +10,000	+15%	+$201K	0.03%	385
2024 Q3	$781K	Sell	65,000 -10,000	-13%	-$120K	0.01%	478
2024 Q2	$877K	Buy	+75,000	New	+$877K	0.02%	488