MAI Capital Management’s Clear Secure YOU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-45	Closed	-$1.2K	–	3417
2024 Q4	$1.2K	Buy	+45	New	+$1.2K	﹤0.01%	2984
2022 Q1	–	Hold	0	–	–	–	918
2021 Q4	–	Hold	0	–	–	–	896