Centerpoint Advisors’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
$20K Buy
713
+434
+156% +$12.2K 0.01% 249
2025
Q1
$7K Buy
+279
New +$7K ﹤0.01% 337