Diversified Trust’s Clear Secure YOU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,282	Closed	-$238K	–	939
2023 Q2	$238K	Buy	10,282 +692	+7%	+$16K	0.01%	710
2023 Q1	$251K	Buy	+9,590	New	+$251K	0.01%	694