Epoch Investment Partners’s Clear Secure YOU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-73,614	Closed	-$1.57M	–	412
2024 Q1	$1.57M	Buy	73,614 +15,269	+26%	+$325K	0.01%	308
2023 Q4	$1.2M	Buy	58,345 +37,359	+178%	+$771K	0.01%	338
2023 Q3	$400K	Hold	20,986	–	–	﹤0.01%	391
2023 Q2	$486K	Buy	+20,986	New	+$486K	﹤0.01%	404