Harbor Investment Advisory’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
$194K Buy
6,992
+5,936
+562% +$165K 0.02% 377
2025
Q1
$27.4K Buy
+1,056
New +$27.4K ﹤0.01% 709