KLR Investment Advisors’s FIVE9 FIVN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,103	Closed	-$244K	–	192
2023 Q4	$244K	Buy	+3,103	New	+$244K	0.18%	166
2023 Q3	–	Sell	-2,979	Closed	-$246K	–	175
2023 Q2	$246K	Buy	+2,979	New	+$246K	0.2%	160