BankPlus Trust Department’s Phreesia PHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$25.7K	Hold	903	–	–	0.01%	288
2025 Q1	$23.1K	Sell	903 -446	-33%	-$11.4K	0.01%	295
2024 Q4	$33.9K	Buy	+1,349	New	+$33.9K	0.01%	256