Liontrust Investment Partners’s Clear Secure YOU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-40,000	Closed	-$1.1M	–	245
2022 Q4	$1.1M	Buy	40,000 +5,000	+14%	+$137K	0.02%	156
2022 Q3	$800K	Buy	+35,000	New	+$800K	0.01%	225