Bailard’s Unity U Stock Holding History

Bailard’s Portfolio U Stock Details U Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$200K	Buy
2022 Q2	–	Sell
2022 Q1	$450K	Hold
2021 Q4	$649K	Hold
2021 Q3	$573K	Hold
2021 Q2	$498K	Hold
2021 Q1	$455K	Buy