Principal Securities’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	$47.7K	Buy	1,717 +1,470	+595%	+$40.8K	﹤0.01%	1904
2025 Q1	$6.58K	Hold	247	–	–	﹤0.01%	2682
2024 Q4	$6.58K	Buy	+247	New	+$6.58K	﹤0.01%	2679
2024 Q1	–	Sell	-43	Closed	-$888	–	3404
2023 Q4	$888	Buy	+43	New	+$888	﹤0.01%	2982