Concurrent Investment Advisors’s Sprott SII Stock Holding History

Concurrent Investment Advisors’s Portfolio SII Stock Details SII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$409K	Sell
2025 Q1	$280K	Buy
2024 Q4	$262K	Sell
2024 Q3	$296K	Buy
2024 Q2	$281K	Sell
2024 Q1	$258K	Buy
2023 Q4	$236K	Buy