Castellan Group’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
Sell
-476,333
Closed -$12.3M 67
2025
Q1
$12.3M Buy
+476,333
New +$12.3M 3.45% 7