Choate Investment Advisors’s Unity U Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$373K	Hold	15,396	–	–	0.01%	307
2025 Q1	$302K	Sell	15,396 -53,844	-78%	-$1.05M	0.01%	326
2024 Q4	$1.56M	Sell	69,240 -9,960	-13%	-$224K	0.04%	156
2024 Q3	$1.79M	Buy	+79,200	New	+$1.79M	0.05%	147