LBWM
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Left Brain Wealth Management’s Clear Secure YOU Stock Holding History

Left Brain Wealth Management’s Portfolio YOU Stock Details YOU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$256K Buy
+9,225
New +$256K 0.09% 85
2025
Q1 		– Sell
-22,100
Closed -$589K – 104
2024
Q4 		$589K Buy
+22,100
New +$589K 0.22% 61