Austin Wealth Management’s Unity U Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$287K	Buy	+8,593	New	+$287K	0.05%	109
2024 Q1	–	Sell	-6,784	Closed	-$230K	–	128
2023 Q4	$230K	Buy	+6,784	New	+$230K	0.06%	106