Trinity Financial Advisors’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$226K	Hold	925	–	–	0.07%	85
2025 Q1	$222K	Buy	925 +1	+0.1%	+$240	0.08%	84
2024 Q4	$210K	Buy	+924	New	+$210K	0.08%	81