Patten Group’s Unity U Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,218	Closed	-$418K	–	254
2022 Q1	$418K	Buy	4,218 +141	+3%	+$14K	0.12%	179
2021 Q4	$583K	Buy	+4,077	New	+$583K	0.15%	150