Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-39,767
Closed -$89.9K 1989
2025
Q1
$89.9K Sell
39,767
-5,404
-12% -$11.9K ﹤0.01% 1734
2024
Q4
$90.8K Sell
45,171
-12,068
-21% -$28.6K ﹤0.01% 1788
2024
Q3
$164K Buy
+57,239
New +$166K ﹤0.01% 1758
2023
Q1
Sell
-92,042
Closed -$488K 1333
2022
Q4
$488K Buy
+92,042
New +$268K 0.02% 675
2022
Q3
Sell
-86,155
Closed -$362K 1150
2022
Q2
$362K Buy
86,155
+29,990
+53% +$121K 0.01% 711
2022
Q1
$255K Buy
56,165
+1,584
+3% +$6.61K 0.01% 908
2021
Q4
$249K Buy
+54,581
New +$386K 0.01% 831

Other funds holding IQ