Global Financial Private Client’s Community Bank CBU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7	Closed	-$398	–	441
2025 Q1	$398	Buy	7 +4	+133%	+$227	﹤0.01%	1366
2024 Q4	$185	Buy	+3	New	+$185	﹤0.01%	1297