WealthTrak Capital Management’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.16K	Hold	13	–	–	﹤0.01%	366
2025 Q1	$3.15K	Buy	13 +4	+44%	+$970	﹤0.01%	297
2024 Q4	$2.04K	Buy	+9	New	+$2.04K	﹤0.01%	317