Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-11,354
Closed -$820K 2103
2025
Q4
$820K Buy
+11,354
New +$904K 0.07% 479
2025
Q3
Sell
-1,599
Closed -$205K 2036
2025
Q2
$205K Buy
+1,599
New +$217K 0.01% 1496
2024
Q3
Sell
-41,625
Closed -$2.15M 1955
2024
Q2
$2.15M Sell
41,625
-36,313
-47% -$2.1M 0.15% 122
2024
Q1
$4.76M Sell
77,938
-27,045
-26% -$637K 0.38% 3
2023
Q4
$1.1M Sell
104,983
-27,404
-21% -$272K 0.09% 345
2023
Q3
$1.26M Sell
132,387
-1,226
-0.9% -$12.7K 0.11% 293
2023
Q2
$1.2M Buy
+133,613
New +$739K 0.12% 227
2022
Q1
Sell
-664
Closed -$37K 1780
2021
Q4
$37K Buy
+664
New +$51.9K ﹤0.01% 1353
2021
Q3
Sell
-584
Closed -$114K 1718
2021
Q2
$114K Buy
+584
New +$110K 0.01% 1242

Other funds holding ROOT