Values Added Financial’s Brookfield BN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$278K	Sell	4,500 -1,050	-19%	-$64.9K	0.13%	101
2025 Q1	$291K	Buy	5,550 +1,050	+23%	+$55K	0.16%	91
2024 Q4	$259K	Hold	4,500	–	–	0.15%	102
2024 Q3	$239K	Buy	+4,500	New	+$239K	0.15%	97