Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-12,700
Closed -$917K 4984
2025
Q4
$917K Sell
12,700
-4,900
-28% -$390K ﹤0.01% 3602
2025
Q3
$1.58M Sell
17,600
-10,900
-38% -$1.14M ﹤0.01% 3151
2025
Q2
$3.65M Buy
28,500
+11,900
+72% +$1.61M ﹤0.01% 2267
2025
Q1
$2.22M Sell
16,600
-24,800
-60% -$2.84M ﹤0.01% 2530
2024
Q4
$3.01M Buy
41,400
+6,200
+18% +$428K ﹤0.01% 2395
2024
Q3
$1.33M Buy
35,200
+5,100
+17% +$263K ﹤0.01% 3053
2024
Q2
$1.55M Buy
30,100
+20,100
+201% +$1.16M ﹤0.01% 2881
2024
Q1
$611K Buy
+10,000
New +$235K ﹤0.01% 3388
2022
Q3
Sell
-2,778
Closed -$60K 5479
2022
Q2
$60K Hold
2,778
﹤0.01% 4810
2022
Q1
$99K Hold
2,778
﹤0.01% 4998
2021
Q4
$155K Buy
+2,778
New +$217K ﹤0.01% 4956

Other funds holding ROOT