Avory & Company’s Clear Secure YOU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.85M Buy
246,849
+1,136
+0.5% +$31.5K 4.18% 8
2025
Q1
$6.37M Buy
+245,713
New +$6.37M 4.21% 8
2024
Q4
Sell
-6,474
Closed -$215K 32
2024
Q3
$215K Buy
+6,474
New +$215K 0.13% 27