Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.13M Sell
116,100
-2,100
-2% -$123K 0.08% 1763
2025
Q4
$8.54M Buy
118,200
+43,100
+57% +$3.43M 0.15% 1350
2025
Q3
$6.72M Sell
75,100
-30,500
-29% -$3.2M 0.12% 1377
2025
Q2
$13.5M Sell
105,600
-6,700
-6% -$908K 0.34% 878
2025
Q1
$15M Sell
112,300
-8,000
-7% -$917K 0.58% 704
2024
Q4
$8.73M Buy
120,300
+80,500
+202% +$5.56M 0.24% 969
2024
Q3
$1.5M Buy
39,800
+2,800
+8% +$145K 0.04% 1834
2024
Q2
$1.91M Buy
+37,000
New +$2.14M 0.06% 1570

Other funds holding ROOT