EP Wealth Advisors’s Freshworks FRSH Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$282K	Sell	18,914 -70	-0.4%	-$1.04K	﹤0.01%	1054
2025 Q1	$268K	Buy	18,984 +2,278	+14%	+$32.1K	﹤0.01%	970
2024 Q4	$270K	Buy	+16,706	New	+$270K	﹤0.01%	922