Sagefield Capital’s Core & Main CNM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.42M	Sell	89,786 -6,329	-7%	-$382K	0.76%	35
2025 Q1	$4.64M	Buy	96,115 +3,164	+3%	+$153K	0.56%	43
2024 Q4	$4.73M	Buy	+92,951	New	+$4.73M	0.51%	50