Valeo Financial Advisors’s Dutch Bros BROS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$316K	Sell	4,622 -2	-0%	-$137	0.01%	563
2025 Q1	$285K	Buy	4,624 +17	+0.4%	+$1.05K	0.01%	541
2024 Q4	$241K	Buy	+4,607	New	+$241K	0.01%	594