Institute for Wealth Management’s Samsara IOT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$303K	Sell	7,621 -14	-0.2%	-$557	0.03%	433
2025 Q1	$293K	Buy	+7,635	New	+$293K	0.04%	416