Van Hulzen Asset Management’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	$1.2M	Sell	43,145 -5,522	-11%	-$153K	0.1%	136
2025 Q1	$1.26M	Sell	48,667 -2,031	-4%	-$52.6K	0.12%	135
2024 Q4	$1.35M	Buy	+50,698	New	+$1.35M	0.1%	144