MCM
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Marathon Capital Management’s Clear Secure YOU Stock Holding History

Marathon Capital Management’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$726K Sell
15,000
-1,000
-6% -$39.8K 0.16% 86
2025
Q4 		$561K Sell
16,000
-1,000
-6% -$34.1K 0.12% 101
2025
Q3 		$567K Sell
17,000
-2,000
-11% -$66.3K 0.13% 94
2025
Q2 		$527K Hold
19,000
– – 0.13% 92
2025
Q1 		$492K Hold
19,000
– – 0.13% 93
2024
Q4 		$506K Sell
19,000
-2,500
-12% -$75.5K 0.13% 93
2024
Q3 		$713K Hold
21,500
– – 0.17% 80
2024
Q2 		$402K Hold
21,500
– – 0.1% 99
2024
Q1 		$457K Buy
+21,500
New +$427K 0.11% 99

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