Roger Wittlin Investment Advisory’s Rubrik RBRK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$459K	Sell	5,123 -136	-3%	-$12.2K	0.26%	31
2025 Q1	$321K	Sell	5,259 -41	-0.8%	-$2.5K	0.19%	36
2024 Q4	$346K	Buy	+5,300	New	+$346K	0.19%	34