Journey Strategic Wealth’s Badger Meter BMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$317K	Buy	1,296 +57	+5%	+$14K	0.01%	407
2025 Q1	$236K	Buy	1,239 +2	+0.2%	+$381	0.01%	417
2024 Q4	$262K	Hold	1,237	–	–	0.01%	376
2024 Q3	$270K	Buy	1,237 +1	+0.1%	+$218	0.01%	364
2024 Q2	$230K	Buy	+1,236	New	+$230K	0.01%	325