Freestone Grove Partners’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	$480K	Buy	+17,287	New	+$480K	﹤0.01%	536
2025 Q1	–	Sell	-11,236	Closed	-$299K	–	820
2024 Q4	$299K	Buy	+11,236	New	+$299K	﹤0.01%	468