Agate Pass Investment Management’s Bank of New York Mellon BK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.94M	Hold	21,240	–	–	0.79%	42
2025 Q1	$1.78M	Buy	21,240 +6,590	+45%	+$553K	0.76%	46
2024 Q4	$1.13M	Buy	+14,650	New	+$1.13M	0.51%	54