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Gladstone Institutional Advisory’s Root ROOT Stock Holding History

Gladstone Institutional Advisory’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$226K Buy
1,765
+100
+6% +$12.8K 0.01% 679
2025
Q1 		$222K Buy
+1,665
New +$222K 0.01% 666