Cambridge Investment Research Advisors’s Klaviyo KVYO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,000	Closed	-$206K	–	3572
2024 Q4	$206K	Buy	+5,000	New	+$206K	﹤0.01%	3180
2024 Q3	–	Sell	-25,000	Closed	-$622K	–	3483
2024 Q2	$622K	Sell	25,000 -167	-0.7%	-$4.16K	﹤0.01%	2119
2024 Q1	$641K	Buy	+25,167	New	+$641K	﹤0.01%	2052