Global Retirement 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	$18.7K	Buy	+673	New	+$18.7K	﹤0.01%	2326
2023 Q2	–	Sell	-305	Closed	-$7.36K	–	3254
2023 Q1	$7.36K	Buy	+305	New	+$7.36K	﹤0.01%	2029