KFS

Kaizen Financial Strategies’s Bank of New York Mellon BK Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,090	Closed	-$203K	–	123
2022 Q1	$203K	Sell	4,090 -310	-7%	-$15.4K	0.16%	127
2021 Q4	$256K	Buy	+4,400	New	+$256K	0.19%	115