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IEQ Capital’s Clear Secure YOU Stock Holding History

IEQ Capital’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$382K Sell
13,749
-12,561
-48% -$349K ﹤0.01% 1285
2025
Q1 		$682K Buy
26,310
+5,827
+28% +$151K 0.01% 865
2024
Q4 		$546K Buy
+20,483
New +$546K 0.01% 818