Kovitz Investment Group Partners’s Axos Financial AX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-9,021	Closed	-$465K	–	396
2021 Q3	$465K	Sell	9,021 -1,000	-10%	-$51.5K	0.01%	351
2021 Q2	$465K	Buy	+10,021	New	+$465K	0.01%	355