Vest Financial’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
$4.64M Buy
167,140
+68,585
+70% +$1.9M 0.07% 165
2025
Q1
$2.55M Buy
+98,555
New +$2.55M 0.04% 214