Edgestream Partners’s Clear Secure YOU Stock Holding History

Edgestream Partners’s Portfolio YOU Stock Details YOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$2.54M	Buy
2024 Q4	$2.36M	Buy
2024 Q2	–	Sell
2024 Q1	$837K	Buy