Allworth Financial’s KalVista Pharmaceuticals KALV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$509	Buy	45 +14	+45%	+$158	﹤0.01%	4124
2025 Q1	$400	Buy	+31	New	+$400	﹤0.01%	3736
2023 Q4	–	Sell	-27	Closed	-$261	–	3548
2023 Q3	$261	Buy	+27	New	+$261	﹤0.01%	3195