Crestwood Advisors Group’s Klaviyo KVYO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.33M	Sell	128,918 -23	-0%	-$772	0.08%	144
2025 Q1	$3.9M	Buy	+128,941	New	+$3.9M	0.07%	145