Granite Bay Wealth Management’s Clear Secure YOU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-22,250	Closed	-$429K	–	301
2023 Q4	$429K	Sell	22,250 -1,375	-6%	-$26.5K	﹤0.01%	259
2023 Q3	$524K	Buy	+23,625	New	+$524K	0.01%	255