FORA Capital’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	–	Sell	-25,208	Closed	-$653K	–	736
2025 Q1	$653K	Buy	25,208 +5,484	+28%	+$142K	0.07%	292
2024 Q4	$525K	Sell	19,724 -43,521	-69%	-$1.16M	0.06%	257
2024 Q3	$2.1M	Buy	+63,245	New	+$2.1M	0.25%	121