Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-133
Closed -$674 4792
2022
Q4
$0 Sell
133
-62
-32% -$428 ﹤0.01% 5274
2022
Q3
$1K Sell
195
-1,070
-85% -$16.7K ﹤0.01% 4659
2022
Q2
$27K Sell
1,265
-227
-15% -$6.15K ﹤0.01% 2443
2022
Q1
$52K Sell
1,492
-648
-30% -$23.4K ﹤0.01% 2221
2021
Q4
$119K Sell
2,140
-8,154
-79% -$638K 0.01% 1715
2021
Q3
$976K Buy
10,294
+6,605
+179% +$819K 0.07% 481
2021
Q2
$718K Sell
3,689
-643
-15% -$122K 0.05% 595
2021
Q1
$992K Buy
4,332
+3,964
+1,077% +$1.2M 0.08% 451
2020
Q4
$104K Buy
+368
New +$121K 0.01% 1502

Other funds holding ROOT