Occudo Quantitative Strategies’s Clear Secure YOU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.72M	Buy	+32,182	New	+$1.28M	0.09%	294
2025 Q4	–	Sell	-11,619	Closed	-$388K	–	933
2025 Q3	$388K	Buy	+11,619	New	+$385K	0.05%	445
2025 Q1	–	Sell	-14,030	Closed	-$374K	–	952
2024 Q4	$374K	Sell	14,030 -14,150	-50%	-$427K	0.07%	380
2024 Q3	$934K	Buy	+28,180	New	+$727K	0.17%	167
2023 Q4	–	Sell	-41,182	Closed	-$784K	–	1253
2023 Q3	$784K	Buy	41,182 +27,061	+192%	+$600K	0.1%	345
2023 Q2	$327K	Sell	14,121 -34,197	-71%	-$845K	0.03%	713
2023 Q1	$1.26M	Sell	48,318 -60,170	-55%	-$1.71M	0.11%	267
2022 Q4	$2.98M	Buy	108,488 +43,535	+67%	+$1.2M	0.35%	64
2022 Q3	$1.49M	Buy	64,953 +53,775	+481%	+$1.32M	0.12%	264
2022 Q2	$224K	Buy	+11,178	New	+$302K	0.02%	882