Second Half Financial Partners’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$487K	Sell	2,002 -48	-2%	-$11.7K	0.23%	43
2025 Q1	$497K	Sell	2,050 -2	-0.1%	-$485	0.25%	49
2024 Q4	$464K	Buy	+2,052	New	+$464K	0.23%	55