BridgePort Financial Solutions’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$273K	Hold	6,988	–	–	0.09%	157
2025 Q1	$263K	Buy	6,988 +1,321	+23%	+$49.7K	0.12%	138
2024 Q4	$215K	Buy	+5,667	New	+$215K	0.1%	147