Gladstone Institutional Advisory’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	$2.77M	Sell	30,370 -5,606	-16%	-$511K	0.11%	192
2025 Q1	$3.02M	Buy	35,976 +19,322	+116%	+$1.62M	0.14%	163
2024 Q4	$1.28M	Buy	+16,654	New	+$1.28M	0.06%	297