Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.07M Sell
46,800
-9,800
-17% -$572K ﹤0.01% 2539
2025
Q4
$4.09M Sell
56,600
-17,600
-24% -$1.4M ﹤0.01% 1885
2025
Q3
$6.64M Buy
74,200
+23,000
+45% +$2.41M ﹤0.01% 1390
2025
Q2
$6.55M Sell
51,200
-18,900
-27% -$2.56M ﹤0.01% 1235
2025
Q1
$9.35M Sell
70,100
-15,600
-18% -$1.79M 0.01% 907
2024
Q4
$6.22M Buy
85,700
+47,400
+124% +$3.27M ﹤0.01% 1133
2024
Q3
$1.45M Buy
38,300
+16,300
+74% +$842K ﹤0.01% 1859
2024
Q2
$1.14M Buy
+22,000
New +$1.27M ﹤0.01% 1885

Other funds holding ROOT