CM Management’s Clear Secure YOU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-25,000	Closed	-$686K	–	74
2022 Q4	$686K	Sell	25,000 -10,000	-29%	-$274K	0.82%	40
2022 Q3	$800K	Buy	35,000 +10,000	+40%	+$229K	0.89%	42
2022 Q2	$500K	Buy	+25,000	New	+$500K	0.53%	55