Engineers Gate Manager’s NuScale Power SMR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.25M	Buy	300,215 +57,496	+24%	+$875K	0.04%	526
2025 Q4	$3.44M	Buy	242,719 +156,449	+181%	+$4.47M	0.04%	473
2025 Q3	$3.11M	Buy	86,270 +60,041	+229%	+$2.39M	0.04%	556
2025 Q2	$1.04M	Sell	26,229 -122,628	-82%	-$3.08M	0.01%	1095
2025 Q1	$2.11M	Buy	148,857 +22,138	+17%	+$447K	0.04%	671
2024 Q4	$2.27M	Buy	126,719 +98,553	+350%	+$2.03M	0.04%	572
2024 Q3	$326K	Buy	+28,166	New	+$287K	0.01%	1585
2024 Q1	–	Sell	-53,974	Closed	-$178K	–	2278
2023 Q4	$178K	Buy	+53,974	New	+$192K	0.01%	1669
2022 Q4	–	Sell	-25,337	Closed	-$296K	–	2008
2022 Q3	$296K	Buy	25,337 +9,585	+61%	+$126K	0.02%	1127
2022 Q2	$157K	Buy	+15,752	New	+$157K	0.01%	1672