Advisory Research’s Phreesia PHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-21,380	Closed	-$1.11M	–	375
2021 Q1	$1.11M	Buy	21,380 +5,477	+34%	+$285K	0.08%	192
2020 Q4	$863K	Buy	+15,903	New	+$863K	0.06%	209