Cornerstone Wealth Management’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	$1.07M	Sell	38,395 -270	-0.7%	-$7.5K	0.06%	253
2025 Q1	$1M	Buy	38,665 +4,982	+15%	+$129K	0.07%	238
2024 Q4	$897K	Sell	33,683 -917	-3%	-$24.4K	0.06%	251
2024 Q3	$1.15M	Sell	34,600 -10,270	-23%	-$340K	0.08%	199
2024 Q2	$840K	Buy	+44,870	New	+$840K	0.06%	232