Concurrent Investment Advisors’s NuScale Power SMR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$578K	Sell	14,617 -1,509	-9%	-$59.7K	0.01%	792
2025 Q1	$228K	Buy	16,126 +478	+3%	+$6.77K	0.01%	1055
2024 Q4	$281K	Buy	+15,648	New	+$281K	0.01%	845