Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$502K Buy
11,370
+1,149
+11% +$67K ﹤0.01% 2576
2025
Q4
$738K Buy
10,221
+1,180
+13% +$94K ﹤0.01% 2359
2025
Q3
$809K Buy
9,041
+968
+12% +$101K ﹤0.01% 2289
2025
Q2
$1.03M Buy
8,073
+455
+6% +$61.6K ﹤0.01% 2074
2025
Q1
$1.02M Sell
7,618
-200
-3% -$22.9K ﹤0.01% 2151
2024
Q4
$568K Buy
7,818
+2,513
+47% +$174K ﹤0.01% 2540
2024
Q3
$200K Buy
5,305
+1,181
+29% +$61K ﹤0.01% 2923
2024
Q2
$213K Buy
4,124
+3,645
+761% +$211K ﹤0.01% 2772
2024
Q1
$29.3K Hold
479
﹤0.01% 3473
2023
Q4
$5.02K Hold
479
﹤0.01% 3566
2023
Q3
$4.55K Sell
479
-210
-30% -$2.18K ﹤0.01% 3606
2023
Q2
$6.16K Sell
689
-8,740
-93% -$48.3K ﹤0.01% 3687
2023
Q1
$42.5K Sell
9,429
-14,890
-61% -$75.4K ﹤0.01% 3587
2022
Q4
$109K Sell
24,319
-4,689
-16% -$32.3K ﹤0.01% 3293
2022
Q3
$229K Buy
29,008
+25,339
+691% +$397K ﹤0.01% 2870
2022
Q2
$79K Buy
+3,669
New +$99.4K ﹤0.01% 3618

Other funds holding ROOT