Meritage Portfolio Management’s Pathward Financial CASH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$477K	Buy	6,032 +355	+6%	+$28.1K	0.03%	248
2025 Q1	$414K	Sell	5,677 -230	-4%	-$16.8K	0.03%	258
2024 Q4	$435K	Buy	+5,907	New	+$435K	0.03%	265