Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.59M Buy
144,903
+24,032
+20% +$734K 0.6% 55
2025
Q4
$4.28M Sell
120,871
-4,606
-4% -$178K 0.51% 58
2025
Q3
$4.67M Sell
125,477
-337
-0.3% -$12.5K 0.55% 55
2025
Q2
$5M Sell
125,814
-4,061
-3% -$168K 0.61% 47
2025
Q1
$4.98M Sell
129,875
-1,240
-0.9% -$57.7K 0.67% 47
2024
Q4
$5.73M Buy
131,115
+7,229
+6% +$356K 0.81% 26
2024
Q3
$5.96M Buy
123,886
+6,951
+6% +$282K 0.91% 26
2024
Q2
$3.94M Buy
116,935
+14,730
+14% +$508K 0.64% 46
2024
Q1
$3.86M Sell
102,205
-1,126
-1% -$38.3K 0.62% 53
2023
Q4
$3.45M Buy
+103,331
New +$2.87M 0.6% 54

Other funds holding IOT