Maia Wealth’s Bank of New York Mellon BK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$273K	Sell	2,992 -727	-20%	-$66.2K	0.05%	268
2025 Q1	$288K	Buy	3,719 +256	+7%	+$19.8K	0.07%	237
2024 Q4	$297K	Buy	3,463 +817	+31%	+$70.2K	0.06%	225
2024 Q3	$202K	Buy	+2,646	New	+$202K	0.05%	253