Mariner’s Clear Secure YOU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.06M Buy
74,333
+10,643
+17% +$295K ﹤0.01% 1319
2025
Q1
$1.65M Buy
63,690
+3,125
+5% +$81K ﹤0.01% 1347
2024
Q4
$1.61M Sell
60,565
-5,254
-8% -$140K ﹤0.01% 1337
2024
Q3
$2.15M Buy
+65,819
New +$2.15M ﹤0.01% 1150
2024
Q2
Sell
-68,194
Closed -$1.45M 3300
2024
Q1
$1.45M Buy
68,194
+1,708
+3% +$36.3K ﹤0.01% 1278
2023
Q4
$1.37M Buy
+66,486
New +$1.37M ﹤0.01% 1240