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
2025 Q3	$567K	Sell
2025 Q2	$527K	Hold
2025 Q1	$492K	Hold
2024 Q4	$506K	Sell
2024 Q3	$713K	Hold
2024 Q2	$402K	Hold
2024 Q1	$457K	Buy