RS
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R Squared’s Broadridge BR Stock Holding History

R Squared’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-840
Closed -$204K – 479
2025
Q1 		$204K Buy
840
+750
+833% +$182K 0.22% 201
2024
Q4 		$20.3K Buy
+90
New +$20.3K 0.02% 866