Thurston Springer Miller Herd & Titak’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.77M	Buy	15,523 +1,952	+14%	+$474K	0.49%	44
2025 Q1	$3.29M	Buy	13,571 +2,803	+26%	+$680K	0.55%	41
2024 Q4	$2.43M	Buy	10,768 +3,753	+53%	+$848K	0.49%	49
2024 Q3	$1.51M	Buy	7,015 +467	+7%	+$100K	0.42%	59
2024 Q2	$1.29M	Buy	+6,548	New	+$1.29M	0.4%	62