Indie Asset Partners’s NuScale Power SMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-14,350
Closed -$257K 114
2024
Q4
$257K Sell
14,350
-4,450
-24% -$79.8K 0.2% 87
2024
Q3
$218K Buy
18,800
+1,250
+7% +$14.5K 0.16% 108
2024
Q2
$205K Buy
17,550
+1,150
+7% +$13.4K 0.16% 92
2024
Q1
$87.1K Buy
+16,400
New +$87.1K 0.08% 82