Texas Capital Bank Wealth Management Services’s Unity U Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-20,000	Closed	-$628K	–	224
2023 Q3	$628K	Hold	20,000	–	–	0.08%	105
2023 Q2	$868K	Buy	20,000 +5,000	+33%	+$217K	0.09%	93
2023 Q1	$487K	Buy	+15,000	New	+$487K	0.06%	118