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Whipplewood Advisors’s Samsara IOT Stock Holding History

Whipplewood Advisors’s Portfolio IOT Stock Details IOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$43.5K Buy
1,093
+850
+350% +$33.8K 0.02% 337
2025
Q1 		$37.5K Buy
+243
New +$37.5K 0.02% 350