Swan Capital’s NuScale Power SMR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.5K	Buy	265 +115	+77%	+$4.55K	﹤0.01%	154
2025 Q1	$2.12K	Hold	150	–	–	﹤0.01%	241
2024 Q4	$2.69K	Sell	150 -50	-25%	-$897	﹤0.01%	212
2024 Q3	$2.32K	Buy	+200	New	+$2.32K	﹤0.01%	211