Level Four Advisory Services’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
$328K Hold
11,815
0.01% 638
2025
Q1
$306K Hold
11,815
0.01% 628
2024
Q4
$315K Buy
+11,815
New +$315K 0.01% 611
2023
Q2
Sell
-13,392
Closed -$350K 852
2023
Q1
$350K Buy
+13,392
New +$350K 0.02% 547