Schroder Investment Management Group’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	$5.85M	Buy	210,722 +52,060	+33%	+$1.45M	﹤0.01%	738
2025 Q1	$4.21M	Sell	158,662 -74,213	-32%	-$1.97M	﹤0.01%	792
2024 Q4	$6.3M	Sell	232,875 -330,957	-59%	-$8.96M	0.01%	733
2024 Q3	$18.4M	Buy	+563,832	New	+$18.4M	0.02%	536