Ethos Financial Group’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	$390K	Buy	+4,326	New	+$390K	0.03%	297
2025 Q1	–	Sell	-261	Closed	-$20.1K	–	450
2024 Q4	$20.1K	Buy	+261	New	+$20.1K	﹤0.01%	367