Personal CFO Solutions’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
$288K Buy
10,362
+332
+3% +$9.22K 0.05% 343
2025
Q1
$260K Buy
+10,030
New +$260K 0.05% 352