Mount Yale Investment Advisors’s Unity U Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.21K	Buy	+50	New	+$1.21K	﹤0.01%	1379
2022 Q2	–	Sell	-4,757	Closed	-$472K	–	496
2022 Q1	$472K	Buy	4,757 +2,505	+111%	+$249K	0.05%	310
2021 Q4	$322K	Buy	+2,252	New	+$322K	0.03%	354