Grove Street Fiduciary’s Broadridge BR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$291K Sell
1,199
-19
-2% -$4.62K 0.14% 56
2025
Q1
$295K Buy
+1,218
New +$295K 0.15% 48