Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$359K Buy
265,714
+78,716
+42% +$136K 0.01% 4380
2025
Q4
$359K Buy
+186,998
New +$400K 0.01% 3694
2025
Q3
Hold
0
4139
2025
Q2
Sell
-425,940
Closed -$766K 3842
2025
Q1
$963K Sell
425,940
-243,638
-36% -$536K 0.04% 2295
2024
Q4
$1.35M Sell
669,578
-81,578
-11% -$193K 0.04% 2159
2024
Q3
$2.15M Buy
751,156
+663,801
+760% +$1.93M 0.06% 1618
2024
Q2
$321K Sell
87,355
-36,293
-29% -$164K 0.01% 2463
2024
Q1
$523K Buy
123,648
+32,226
+35% +$124K 0.02% 2020
2023
Q4
$446K Buy
91,422
+37,686
+70% +$178K 0.01% 1669
2023
Q3
$255K Buy
+53,736
New +$280K 0.02% 1552
2023
Q2
Sell
-67,626
Closed -$380K 1524
2023
Q1
$492K Sell
67,626
-29,670
-30% -$204K 0.08% 1174
2022
Q4
$516K Buy
+97,296
New +$284K 0.11% 1141
2022
Q3
Hold
0
1391
2022
Q2
Sell
-85,141
Closed -$343K 1206
2022
Q1
$387K Sell
85,141
-87,814
-51% -$366K 0.02% 1024
2021
Q4
$789K Buy
172,955
+118,838
+220% +$841K 0.03% 1023
2021
Q3
$435K Buy
+54,117
New +$561K 0.04% 1122
2021
Q2
Sell
-213,086
Closed -$3.17M 1258
2021
Q1
$3.54M Buy
213,086
+126,094
+145% +$2.91M 0.34% 636
2020
Q4
$1.52M Buy
86,992
+44,203
+103% +$997K 0.12% 781
2020
Q3
$966K Buy
42,789
+9,194
+27% +$201K 0.13% 746
2020
Q2
$779K Buy
+33,595
New +$623K 0.1% 750
2020
Q1
Hold
0
1000
2019
Q4
Hold
0
933
2019
Q3
Hold
0
878
2019
Q2
Hold
0
841

Other funds holding IQ