SVB Wealth’s Klaviyo KVYO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,400	Closed	-$133K	–	1112
2025 Q1	$133K	Buy	+4,400	New	+$133K	0.01%	363
2024 Q2	–	Sell	-11,724	Closed	-$299K	–	789
2024 Q1	$299K	Buy	+11,724	New	+$299K	0.01%	638