TRUE Private Wealth Advisors’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
$522K Sell
13,203
-5,766
-30% -$228K 0.06% 141
2025
Q1
$269K Buy
+18,969
New +$269K 0.03% 203
2024
Q4
Sell
-10,092
Closed -$117K 236
2024
Q3
$117K Buy
+10,092
New +$117K 0.01% 212