Summit Securities 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	$64K	Buy	+2,306	New	+$64K	0.01%	347
2023 Q2	–	Sell	-5	Closed	–	–	952
2023 Q1	$0	Sell	5 -6,033	-100%	–	﹤0.01%	1139
2022 Q4	$166K	Buy	+6,038	New	+$166K	0.01%	336