Maripau Wealth Management’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$649K	Buy	2,659 +332	+14%	+$81K	0.33%	71
2025 Q1	$566K	Buy	2,327 +475	+26%	+$116K	0.32%	70
2024 Q4	$420K	Buy	+1,852	New	+$420K	0.25%	85
2024 Q3	–	Sell	-1,027	Closed	-$203K	–	62
2024 Q2	$203K	Buy	+1,027	New	+$203K	0.14%	137