CWA Asset Management Group’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
$1.74M Buy
62,515
+15,590
+33% +$433K 0.07% 232
2025
Q1
$1.22M Buy
46,925
+17,521
+60% +$454K 0.06% 259
2024
Q4
$783K Buy
29,404
+5,406
+23% +$144K 0.04% 301
2024
Q3
$795K Buy
+23,998
New +$795K 0.04% 285