Summit Financial’s Brookfield BN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.79M	Sell	28,946 -399	-1%	-$24.7K	0.04%	311
2025 Q1	$1.54M	Buy	29,345 +1,837	+7%	+$96.3K	0.04%	297
2024 Q4	$1.58M	Buy	27,508 +23,700	+622%	+$1.36M	0.06%	247
2024 Q3	$202K	Buy	+3,808	New	+$202K	0.01%	525