Rothschild Investment LLC’s Surmodics SRDX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$149	Sell	5 -10	-67%	-$298	﹤0.01%	2958
2025 Q1	$458	Hold	15	–	–	﹤0.01%	2644
2024 Q4	$594	Buy	15 +5	+50%	+$198	﹤0.01%	2465
2024 Q3	$388	Buy	10 +5	+100%	+$194	﹤0.01%	2544
2024 Q2	$210	Buy	+5	New	+$210	﹤0.01%	2471