Lighthouse Financial’s Unity U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$767K Sell
31,680
-20,300
-39% -$491K 0.59% 31
2025
Q1
$1.02M Buy
+51,980
New +$1.02M 0.88% 23