Teamwork Financial Advisors’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	$2.26M	Sell	24,838 -13,091	-35%	-$1.19M	0.26%	61
2025 Q1	$3.18M	Buy	37,929 +945	+3%	+$79.3K	0.42%	43
2024 Q4	$2.84M	Buy	+36,984	New	+$2.84M	0.37%	48