Farther Finance Advisors’s Klaviyo KVYO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$302	Buy	+9	New	+$302	﹤0.01%	4129
2025 Q1	–	Hold	0	–	–	–	4363
2024 Q4	–	Sell	-634	Closed	-$22.4K	–	4089
2024 Q3	$22.4K	Buy	+634	New	+$22.4K	﹤0.01%	2034