Sierra Ocean’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$14.4K	Buy	59 +13	+28%	+$3.17K	0.01%	389
2025 Q1	$11.2K	Hold	46	–	–	0.01%	417
2024 Q4	$10.5K	Buy	+46	New	+$10.5K	0.01%	421