Summit Trail Advisors’s Unity U Stock Holding History

Summit Trail Advisors’s Portfolio U Stock Details U Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.89M	Buy
2025 Q1	–	Sell
2024 Q4	$337K	Buy
2024 Q1	–	Sell
2023 Q4	$213K	Buy
2022 Q3	–	Sell
2022 Q2	$223K	Buy
2022 Q1	$454K	Sell
2021 Q4	$694K	Buy
2021 Q3	$601K	Buy