TF
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Trek Financial’s Ubiquiti UI Stock Holding History

Trek Financial’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$607K Sell
1,475
-254
-15% -$105K 0.04% 243
2025
Q1 		$536K Buy
+1,729
New +$536K 0.04% 233