Meritage Portfolio Management’s Clear Secure YOU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-36,450	Closed	-$1.21M	–	346
2024 Q3	$1.21M	Buy	36,450 +18,994	+109%	+$629K	0.07%	192
2024 Q2	$327K	Buy	+17,456	New	+$327K	0.02%	281