Strategic Equity Management Purchases and Sells in Q1 2025

Strategic Equity Management

$207 Million
Q1 2025

Top Buys

Incresed Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VO	28.6K + 777.21%	$251.87 - $277.95 $7.21M - $7.95M	32.3K $8.3M
VB	11.1K + 773.72%	$217.89 - $252.64 $2.41M - $2.8M	12.5K $2.77M
VV	10.7K + 14.79%	$253.32 - $282.66 $2.72M - $3.03M	83.2K $21.3M
TPHD	29.2K + 22.54%	$36.09 - $38.27 $1.05M - $1.12M	159K $5.91M
BIBL	27.8K + 23.01%	$37.55 - $41.94 $1.04M - $1.16M	148K $5.67M
DGRO	4.09K + 3.89%	$60.46 - $64.42 $247K - $264K	109K $6.67M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TPIF	30.1K New	$26.06 - $29.44 $784K - $885K	30.1K $868K
BLES	22.2K New	$36.86 - $39.26 $819K - $872K	22.2K $838K
WWJD	25.6K New	$28.66 - $31.72 $733K - $811K	25.6K $788K
PRAY	26.9K New	$27.81 - $30.22 $748K - $813K	26.9K $768K
TPSC	20K New	$36.14 - $40.81 $722K - $816K	20K $736K
ABT	2.31K New	$111.1 - $140.22 $256K - $323K	2.31K $305K

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJH	-111K - 48.11%	$57.21 - $65.8 $6.34M - $7.29M	120K $6.96M
IJR	-21.2K - 87.33%	$102.49 - $119.96 $2.18M - $2.55M	3.08K $320K
SCHX	-4.52K - 0.29%	$21.75 - $24.28 $98.3K - $110K	1.57M $34.6M
CALF	-16.7K - 48.3%	$36.64 - $45.76 $612K - $765K	17.9K $669K
IWL	-2.42K - 4.34%	$135.83 - $151.73 $328K - $367K	53.3K $7.28M
QGRO	-5.11K - 53.3%	$91.68 - $109.93 $469K - $562K	4.48K $419K

Activity Summary All Purchases 35 New Holdings 12 Increased Positions 23 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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