Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-40,290
Closed -$145K 2698
2025
Q3
$145K Sell
40,290
-302,325
-88% -$1.17M ﹤0.01% 2379
2025
Q2
$1.07M Sell
342,615
-120,265
-26% -$333K 0.01% 1275
2025
Q1
$1.25M Buy
462,880
+351,925
+317% +$2.54M 0.01% 1137
2024
Q4
$860K Buy
110,955
+37,358
+51% +$299K ﹤0.01% 1308
2024
Q3
$640K Buy
73,597
+51,575
+234% +$447K ﹤0.01% 1479
2024
Q2
$201K Buy
+22,022
New +$203K ﹤0.01% 2151
2020
Q3
Sell
-6,727
Closed -$564K 2507
2020
Q2
$564K Sell
6,727
-78
-1% -$5.14K 0.01% 973
2020
Q1
$278K Sell
6,805
-197
-3% -$9.45K 0.01% 1103
2019
Q4
$355K Buy
7,002
+354
+5% +$17.8K 0.01% 1191
2019
Q3
$410K Buy
6,648
+326
+5% +$23.3K 0.01% 1158
2019
Q2
$579K Buy
6,322
+177
+3% +$17.9K 0.01% 973
2019
Q1
$723K Sell
6,145
-255
-4% -$27.1K 0.01% 816
2018
Q4
$536K Buy
6,400
+342
+6% +$31K 0.01% 821
2018
Q3
$666K Buy
+6,058
New +$570K 0.01% 868
2018
Q2
Sell
-3,664
Closed -$235K 1371
2018
Q1
$235K Buy
+3,664
New +$276K 0.01% 984
2017
Q4
Sell
-3,637
Closed -$281K 1293
2017
Q3
$281K Sell
3,637
-1,977
-35% -$181K 0.01% 1177
2017
Q2
$474K Sell
5,614
-4,366
-44% -$377K 0.01% 860
2017
Q1
$656K Sell
9,980
-65
-0.6% -$3.85K 0.02% 690
2016
Q4
$586K Sell
10,045
-242
-2% -$12.6K 0.02% 674
2016
Q3
$443K Buy
10,287
+300
+3% +$11.8K 0.02% 696
2016
Q2
$345K Sell
9,987
-380
-4% -$13.9K 0.01% 762
2016
Q1
$366K Sell
10,367
-65
-0.6% -$2.12K 0.02% 688
2015
Q4
$369K Sell
10,432
-170
-2% -$5.5K 0.02% 702
2015
Q3
$309K Buy
10,602
+200
+2% +$6.08K 0.02% 724
2015
Q2
$332K Buy
10,402
+825
+9% +$27.1K 0.02% 750
2015
Q1
$312K Buy
9,577
+1,850
+24% +$60K 0.02% 722
2014
Q4
$268K Sell
7,727
-410
-5% -$14.1K 0.02% 757
2014
Q3
$248K Buy
8,137
+2,325
+40% +$79.7K 0.02% 758
2014
Q2
$238K Buy
5,812
+150
+3% +$5.42K 0.02% 731
2014
Q1
$232K Buy
+5,662
New +$227K 0.02% 655

Other funds holding IRBT