Knollwood 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
2023 Q3	–	Sell	-120,000	Closed	-$2.78M	–	129
2023 Q2	$2.78M	Hold	120,000	–	–	0.94%	33
2023 Q1	$3.14M	Hold	120,000	–	–	0.61%	26
2022 Q4	$3.29M	Buy	+120,000	New	+$3.29M	1.29%	22