White Lighthouse Investment Management’s Unity U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-35,000
Closed -$4.42M 118
2021
Q3
$4.42M Sell
35,000
-7,000
-17% -$884K 1.19% 22
2021
Q2
$4.61M Buy
+42,000
New +$4.61M 1.26% 20