Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-149,316
Closed -$10.8M 79
2024
Q4
$10.8M Hold
149,316
0.53% 22
2024
Q3
$5.64M Buy
+149,316
New +$7.71M 0.23% 33
2023
Q4
Sell
-79,815
Closed -$759K 85
2023
Q3
$759K Hold
79,815
0.03% 86
2023
Q2
$714K Hold
79,815
0.03% 76
2023
Q1
$360K Buy
+79,815
New +$404K 0.01% 74
2022
Q4
Sell
-79,820
Closed -$629K 90
2022
Q3
$629K Hold
79,820
0.04% 80
2022
Q2
$1.71M Hold
79,820
0.11% 64
2022
Q1
$2.83M Buy
+79,820
New +$2.88M 0.18% 48
2021
Q4
Sell
-52,324
Closed -$4.96M 55
2021
Q3
$4.96M Buy
+52,324
New +$6.49M 0.44% 35

Other funds holding ROOT