FGP
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Freestone Grove Partners’s Clear Secure YOU Stock Holding History

Freestone Grove 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
2026
Q1 		$294K Buy
+6,083
New +$242K ﹤0.01% 691
2025
Q3 		– Sell
-17,287
Closed -$480K – 926
2025
Q2 		$480K Buy
+17,287
New +$440K ﹤0.01% 536
2025
Q1 		– Sell
-11,236
Closed -$299K – 820
2024
Q4 		$299K Buy
+11,236
New +$339K ﹤0.01% 468

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