Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.65M Buy
36,292
+26,555
+273% +$2.07M 0.05% 638
2025
Q4
$745K Buy
+9,737
New +$735K 0.02% 1259
2025
Q3
Sell
-8,039
Closed -$676K 2887
2025
Q2
$676K Sell
8,039
-4,506
-36% -$394K 0.03% 902
2025
Q1
$1.19M Buy
+12,545
New +$1.33M 0.06% 457
2024
Q3
Sell
-3,004
Closed -$371K 2326
2024
Q2
$371K Buy
+3,004
New +$376K 0.03% 832
2023
Q4
Sell
-3,616
Closed -$370K 1831
2023
Q3
$370K Sell
3,616
-329
-8% -$34.4K 0.06% 585
2023
Q2
$396K Sell
3,945
-3,405
-46% -$341K 0.07% 526
2023
Q1
$755K Buy
7,350
+3,267
+80% +$352K 0.16% 109
2022
Q4
$420K Buy
+4,083
New +$415K 0.09% 384

Other funds holding IOSP