Navis Wealth Advisors’s KKR & Co KKR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$244K	Sell	1,831 -93	-5%	-$12.4K	0.21%	96
2025 Q1	$222K	Sell	1,924 -5	-0.3%	-$578	0.22%	97
2024 Q4	$285K	Buy	1,929 +17	+0.9%	+$2.51K	0.31%	77
2024 Q3	$250K	Buy	+1,912	New	+$250K	0.27%	87