Connective Capital Management’s BWX Technologies BWXT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$619K	Hold	4,296	–	–	0.58%	32
2025 Q1	$424K	Buy	4,296 +724	+20%	+$71.4K	0.39%	31
2024 Q4	$398K	Sell	3,572 -930	-21%	-$104K	0.46%	36
2024 Q3	$548K	Buy	+4,502	New	+$548K	0.5%	23