Global Financial Private Client’s Five Below FIVE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4	Closed	-$300	–	705
2025 Q1	$300	Buy	4 +2	+100%	+$150	﹤0.01%	1440
2024 Q4	$210	Buy	+2	New	+$210	﹤0.01%	1249