Kaufman Rossin Wealth’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	-2,923	Closed	-$219K	–	164
2025 Q1	$219K	Buy	+2,923	New	+$219K	0.16%	128