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Plato Investment Management’s Clear Secure YOU Stock Holding History

Plato Investment Management’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$71.2K Buy
1,470
+1,416
+2,622% +$56.4K ﹤0.01% 443
2025
Q4 		$1.9K Sell
54
-3,635
-99% -$124K ﹤0.01% 496
2025
Q3 		$122K Buy
3,689
+919
+33% +$30.5K 0.01% 412
2025
Q2 		$76.6K Sell
2,770
-9,464
-77% -$241K 0.01% 436
2025
Q1 		$320K Buy
12,234
+1,888
+18% +$47K 0.03% 370
2024
Q4 		$277K Buy
10,346
+5,311
+105% +$160K 0.02% 394
2024
Q3 		$167K Sell
5,035
-70
-1% -$1.8K 0.01% 396
2024
Q2 		$95.5K Buy
5,105
+5,057
+10,535% +$91.5K 0.01% 374
2024
Q1 		$1.02K Hold
48
– – ﹤0.01% 478
2023
Q4 		$991 Buy
+48
New +$933 ﹤0.01% 444

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