Sandbox Financial Partners’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	$302K	Buy	3,317 +8	+0.2%	+$729	0.1%	90
2025 Q1	$277K	Buy	3,309 +8	+0.2%	+$671	0.1%	92
2024 Q4	$254K	Sell	3,301 -17	-0.5%	-$1.31K	0.08%	95
2024 Q3	$238K	Buy	+3,318	New	+$238K	0.08%	96