HB Wealth Management’s Root ROOT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.72M	Sell	21,257 -2	-0%	-$256	0.02%	309
2025 Q1	$2.84M	Buy	+21,259	New	+$2.84M	0.02%	308