Coppell Advisory Solutions’s Clear Secure YOU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-781	Closed	-$21.1K	–	1924
2024 Q4	$21.1K	Hold	781	–	–	﹤0.01%	867
2024 Q3	$25.5K	Sell	781 -1,219	-61%	-$39.8K	﹤0.01%	767
2024 Q2	$37.4K	Buy	+2,000	New	+$37.4K	0.01%	568
2023 Q4	$35.3K	Buy	+1,709	New	+$35.3K	0.01%	576