EP Wealth Advisors’s Simply Good Foods SMPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$257K	Sell	8,128 -392	-5%	-$12.4K	﹤0.01%	1106
2025 Q1	$294K	Buy	8,520 +897	+12%	+$30.9K	﹤0.01%	918
2024 Q4	$297K	Buy	7,623 +837	+12%	+$32.6K	﹤0.01%	879
2024 Q3	$236K	Buy	+6,786	New	+$236K	﹤0.01%	966