Clearstead Advisors’s Badger Meter BMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$238K	Buy	973 +252	+35%	+$61.7K	﹤0.01%	842
2025 Q1	$137K	Hold	721	–	–	﹤0.01%	913
2024 Q4	$153K	Hold	721	–	–	﹤0.01%	919
2024 Q3	$157K	Buy	721 +703	+3,906%	+$154K	﹤0.01%	920
2024 Q2	$3.36K	Buy	+18	New	+$3.36K	﹤0.01%	1753