Thames Capital Management’s Sterling Infrastructure STRL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-44,760	Closed	-$7.54M	–	39
2024 Q4	$7.54M	Buy	44,760 +27,715	+163%	+$4.67M	2.04%	21
2024 Q3	$2.47M	Buy	+17,045	New	+$2.47M	0.77%	31