Greenleaf Trust’s Unity U Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$300K	Sell	12,385 -1,833	-13%	-$44.4K	﹤0.01%	630
2025 Q1	$279K	Buy	14,218 +92	+0.7%	+$1.8K	﹤0.01%	669
2024 Q4	$317K	Buy	14,126 +416	+3%	+$9.35K	﹤0.01%	635
2024 Q3	$310K	Buy	+13,710	New	+$310K	﹤0.01%	653