Per Stirling Capital Management’s NuScale Power SMR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$244K	Sell	6,160 -7,063	-53%	-$279K	0.03%	243
2025 Q1	$187K	Sell	13,223 -3,035	-19%	-$43K	0.03%	257
2024 Q4	$292K	Buy	16,258 +2,484	+18%	+$44.5K	0.04%	216
2024 Q3	$160K	Sell	13,774 -2,500	-15%	-$29K	0.02%	257
2024 Q2	$190K	Buy	+16,274	New	+$190K	0.03%	234