Avion Wealth’s Root ROOT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-100	Closed	-$1K	–	1212
2023 Q4	$1K	Sell	100 -113	-53%	-$1.13K	﹤0.01%	944
2023 Q3	$1K	Hold	213	–	–	﹤0.01%	719
2023 Q2	$1K	Buy	+213	New	+$1K	﹤0.01%	635