QTR Family Wealth’s Samsara IOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$241K Sell
6,053
-1,453
-19% -$57.8K 0.15% 147
2025
Q1
$288K Buy
+7,506
New +$288K 0.22% 114