Capital Fund Management (CFM)’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 | $6.71M | Sell |
241,633
-850
| -0.4% | -$23.6K | 0.02% | 317 |
|
|
2025
Q1 | $6.28M | Buy |
+242,483
| New | +$6.28M | 0.02% | 306 |
|
|
2024
Q4 | – | Sell |
-136,961
| Closed | -$4.54M | – | 1165 |
|
|
2024
Q3 | $4.54M | Buy |
136,961
+13,077
| +11% | +$433K | 0.01% | 363 |
|
|
2024
Q2 | $2.32M | Buy |
123,884
+82,141
| +197% | +$1.54M | 0.01% | 460 |
|
|
2024
Q1 | $888K | Buy |
+41,743
| New | +$888K | ﹤0.01% | 590 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 1127 |
|
|
2023
Q3 | – | Sell |
-49,936
| Closed | -$1.16M | – | 1036 |
|
|
2023
Q2 | $1.16M | Sell |
49,936
-75,188
| -60% | -$1.74M | ﹤0.01% | 487 |
|
|
2023
Q1 | $3.27M | Sell |
125,124
-15,809
| -11% | -$414K | 0.02% | 292 |
|
|
2022
Q4 | $3.87M | Buy |
140,933
+91,867
| +187% | +$2.52M | 0.03% | 255 |
|
|
2022
Q3 | $1.12M | Buy |
+49,066
| New | +$1.12M | 0.01% | 397 |
|