Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-253,800
Closed -$911K 4794
2025
Q3
$911K Buy
253,800
+16,700
+7% +$64.6K ﹤0.01% 3515
2025
Q2
$742K Buy
237,100
+166,900
+238% +$462K ﹤0.01% 3437
2025
Q1
$190K Sell
70,200
-201,400
-74% -$1.45M ﹤0.01% 3940
2024
Q4
$2.1M Sell
271,600
-68,300
-20% -$547K ﹤0.01% 2686
2024
Q3
$2.95M Buy
339,900
+18,300
+6% +$159K ﹤0.01% 2387
2024
Q2
$2.93M Buy
321,600
+159,100
+98% +$1.47M ﹤0.01% 2279
2024
Q1
$1.42M Buy
+162,500
New +$2.63M ﹤0.01% 2865
2023
Q1
Sell
-10,000
Closed -$481K 4649
2022
Q4
$481K Hold
10,000
﹤0.01% 3874
2022
Q3
$563K Hold
10,000
﹤0.01% 3970
2022
Q2
$368K Hold
10,000
﹤0.01% 4269
2022
Q1
$634K Sell
10,000
-50,000
-83% -$3.16M ﹤0.01% 4226
2021
Q4
$3.95M Sell
60,000
-20,000
-25% -$1.58M ﹤0.01% 2648
2021
Q3
$6.28M Hold
80,000
0.01% 1895
2021
Q2
$7.47M Hold
80,000
0.01% 1727
2021
Q1
$9.77M Sell
80,000
-56,600
-41% -$6.43M 0.01% 1376
2020
Q4
$11M Sell
136,600
-83,300
-38% -$6.78M 0.01% 1337
2020
Q3
$16.7M Hold
219,900
0.02% 937
2020
Q2
$18.4M Buy
219,900
+11,400
+5% +$751K 0.02% 825
2020
Q1
$8.53M Sell
208,500
-60,000
-22% -$2.88M 0.01% 1081
2019
Q4
$13.6M Buy
268,500
+109,800
+69% +$5.51M 0.02% 1025
2019
Q3
$9.79M Buy
158,700
+34,500
+28% +$2.47M 0.01% 1175
2019
Q2
$11.4M Sell
124,200
-3,800
-3% -$385K 0.01% 1063
2019
Q1
$15.1M Buy
128,000
+57,300
+81% +$6.1M 0.02% 871
2018
Q4
$5.92M Buy
70,700
+32,100
+83% +$2.91M 0.01% 1414
2018
Q3
$4.24M Buy
+38,600
New +$3.63M 0.01% 1687
2017
Q4
Sell
-11,300
Closed -$871K 3644
2017
Q3
$871K Sell
11,300
-41,300
-79% -$3.78M ﹤0.01% 2570
2017
Q2
$4.43M Buy
52,600
+13,600
+35% +$1.17M 0.01% 1434
2017
Q1
$2.58M Buy
+39,000
New +$2.31M ﹤0.01% 1676
2014
Q3
Sell
-20,000
Closed -$819K 4230
2014
Q2
$819K Buy
+20,000
New +$723K ﹤0.01% 3113

Other funds holding IRBT