Jacobi Capital Management’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	$3.18M	Buy	114,470 +584	+0.5%	+$16.2K	0.21%	90
2025 Q1	$2.95M	Buy	113,886 +1,703	+2%	+$44.1K	0.22%	85
2024 Q4	$2.99M	Buy	+112,183	New	+$2.99M	0.22%	91