Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-300
Closed -$1K 3653
2023
Q4
$1K Hold
300
﹤0.01% 3423
2023
Q3
$1K Hold
300
﹤0.01% 3613
2023
Q2
$1K Hold
300
﹤0.01% 3386
2023
Q1
$1K Hold
300
﹤0.01% 3540
2022
Q4
$1K Sell
300
-9,100
-97% -$62.8K ﹤0.01% 4139
2022
Q3
$36K Buy
9,400
+7,828
+498% +$123K ﹤0.01% 2153
2022
Q2
$144K Sell
1,572
-200
-11% -$5.42K 0.02% 1208
2022
Q1
$134K Sell
1,772
-917
-34% -$33.1K 0.01% 1484
2021
Q4
$155K Sell
2,689
-12,617
-82% -$987K 0.01% 1518
2021
Q3
$360K Buy
15,306
+10,489
+218% +$1.3M 0.03% 971
2021
Q2
$193K Buy
4,817
+1,550
+47% +$293K 0.01% 1371
2021
Q1
$62K Buy
3,267
+2,489
+320% +$753K 0.01% 2176
2020
Q4
$28K Buy
+778
New +$257K ﹤0.01% 2425

Other funds holding ROOT