Farther Finance Advisors’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	$303K	Sell	29,549 -8,433	-22%	-$128K	﹤0.01%	1724
2025 Q4	$538K	Buy	37,982 +3,960	+12%	+$113K	0.01%	1259
2025 Q3	$1.22M	Buy	34,022 +16,256	+92%	+$648K	0.02%	630
2025 Q2	$703K	Buy	17,766 +4,864	+38%	+$122K	0.01%	749
2025 Q1	$189K	Buy	12,902 +833	+7%	+$16.8K	﹤0.01%	1253
2024 Q4	$216K	Buy	12,069 +63	+0.5%	+$1.3K	0.01%	957
2024 Q3	$139K	Hold	12,006	–	–	0.01%	1160
2024 Q2	$131K	Hold	12,006	–	–	0.01%	1014
2024 Q1	$62.9K	Buy	12,006 +11,958	+24,913%	+$42.9K	﹤0.01%	1101
2023 Q4	$158	Buy	48 +21	+78%	+$75	﹤0.01%	3257
2023 Q3	$132	Buy	+27	New	+$178	﹤0.01%	2526
2023 Q2	–	Sell	-11	Closed	-$100	–	2569
2023 Q1	$100	Hold	11	–	–	﹤0.01%	2282
2022 Q4	$113	Buy	+11	New	+$122	﹤0.01%	2126