Aigen Investment 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 | $210K | Sell |
7,547
-15,518
| -67% | -$431K | 0.03% | 651 |
|
|
2025
Q1 | $598K | Buy |
23,065
+4,340
| +23% | +$112K | 0.1% | 307 |
|
|
2024
Q4 | $499K | Buy |
+18,725
| New | +$499K | 0.09% | 333 |
|
|
2024
Q3 | – | Sell |
-24,309
| Closed | -$455K | – | 1061 |
|
|
2024
Q2 | $455K | Buy |
+24,309
| New | +$455K | 0.09% | 338 |
|
|
2024
Q1 | – | Sell |
-33,484
| Closed | -$691K | – | 1059 |
|
|
2023
Q4 | $691K | Buy |
33,484
+23,403
| +232% | +$483K | 0.12% | 239 |
|
|
2023
Q3 | $192K | Buy |
+10,081
| New | +$192K | 0.04% | 678 |
|
|
2023
Q2 | – | Sell |
-46,009
| Closed | -$1.2M | – | 1000 |
|
|
2023
Q1 | $1.2M | Buy |
46,009
+28,215
| +159% | +$738K | 0.17% | 156 |
|
|
2022
Q4 | $488K | Buy |
17,794
+3,453
| +24% | +$94.7K | 0.07% | 272 |
|
|
2022
Q3 | $328K | Buy |
+14,341
| New | +$328K | 0.05% | 386 |
|