Sage Mountain Advisors’s CMS Energy CMS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$292K	Buy	4,215 +855	+25%	+$59.2K	0.02%	329
2025 Q1	$252K	Buy	3,360 +144	+4%	+$10.8K	0.02%	335
2024 Q4	$214K	Sell	3,216 -560	-15%	-$37.3K	0.02%	358
2024 Q3	$267K	Buy	+3,776	New	+$267K	0.02%	309