Plato Investment Management’s Clear Secure YOU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$76.6K Sell
2025
Q1
$320K Buy
2024
Q4
$277K Buy
2024
Q3
$167K Sell
2024
Q2
$95.5K Buy
2024
Q1
$1.02K Hold
2023
Q4
$991 Buy