Elevated Capital Advisors’s NiSource NI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.17M	Hold	29,290	–	–	0.33%	77
2025 Q1	$1.17M	Sell	29,290 -146	-0.5%	-$5.85K	0.33%	77
2024 Q4	$1.08M	Sell	29,436 -1,666	-5%	-$61.2K	0.29%	90
2024 Q3	$1.08M	Sell	31,102 -7	-0%	-$243	0.29%	93
2024 Q2	$896K	Buy	+31,109	New	+$896K	0.25%	107