Concurrent Investment Advisors’s Brookfield BN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,605	Closed	-$265K	–	1202
2024 Q4	$265K	Sell	4,605 -28	-0.6%	-$1.61K	0.01%	867
2024 Q3	$246K	Buy	+4,633	New	+$246K	0.01%	848