Capital A 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 Q1	–	Sell	-500	Closed	-$11.2K	–	900
2024 Q4	$11.2K	Buy	+500	New	+$11.2K	0.02%	295