Sage Investment Counsel’s Brookfield BN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.23M	Buy	36,078 +3,495	+11%	+$216K	2.59%	6
2025 Q1	$1.71M	Buy	32,583 +18,495	+131%	+$969K	2.16%	7
2024 Q4	$809K	Buy	+14,088	New	+$809K	1.05%	23