CreativeOne Wealth’s Root ROOT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.88M	Buy	22,487 +3,781	+20%	+$484K	0.08%	248
2025 Q1	$2.5M	Buy	+18,706	New	+$2.5M	0.07%	256