Mount Yale Investment Advisors’s Rubrik RBRK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$41.3K	Buy	+461	New	+$41.3K	﹤0.01%	866
2025 Q1	–	Sell	-4,344	Closed	-$284K	–	579
2024 Q4	$284K	Sell	4,344 -2,121	-33%	-$139K	0.02%	458
2024 Q3	$208K	Buy	+6,465	New	+$208K	0.02%	511