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Winnow Wealth’s Unity U Stock Holding History

Winnow Wealth’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7
Closed -$126 – 643
2025
Q1 		$126 Buy
7
+2
+40% +$36 ﹤0.01% 618
2024
Q4 		$95 Buy
+5
New +$95 ﹤0.01% 615