Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,277
Closed -$310K 375
2024
Q4
$310K Sell
4,277
-14,196
-77% -$981K 0.18% 92
2024
Q3
$698K Buy
18,473
+143
+0.8% +$7.38K 0.34% 18
2024
Q2
$946K Buy
18,330
+13,461
+276% +$779K 0.5% 4
2024
Q1
$297K Sell
4,869
-7,921
-62% -$186K 0.11% 275
2023
Q4
$134K Buy
12,790
+189
+1% +$1.88K 0.04% 527
2023
Q3
$120K Buy
+12,601
New +$131K 0.06% 379
2023
Q2
Sell
-13,084
Closed -$59K 492
2023
Q1
$59K Buy
13,084
+1,294
+11% +$6.56K 0.04% 310
2022
Q4
$52.9K Buy
+11,790
New +$81.3K 0.04% 291

Other funds holding ROOT