Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.32M Sell
136,459
-3,000
-2% -$91.6K 0.01% 538
2025
Q4
$4.94M Buy
139,459
+30,657
+28% +$1.19M 0.01% 530
2025
Q3
$4.05M Sell
108,802
-18,600
-15% -$691K 0.01% 554
2025
Q2
$5.07M Buy
127,402
+26,202
+26% +$1.08M 0.01% 534
2025
Q1
$3.88M Buy
101,200
+10,000
+11% +$466K 0.01% 574
2024
Q4
$3.98M Buy
91,200
+10,800
+13% +$531K 0.01% 572
2024
Q3
$3.87M Buy
80,400
+10,400
+15% +$422K 0.01% 586
2024
Q2
$2.36M Sell
70,000
-11,100
-14% -$383K 0.01% 614
2024
Q1
$3.06M Buy
+81,100
New +$2.76M 0.01% 627

Other funds holding IOT