Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$701K Sell
15,875
-91,737
-85% -$5.35M ﹤0.01% 2303
2025
Q4
$7.77M Buy
107,612
+57,870
+116% +$4.61M 0.01% 967
2025
Q3
$4.45M Buy
49,742
+19,933
+67% +$2.09M ﹤0.01% 1232
2025
Q2
$3.81M Buy
29,809
+12,276
+70% +$1.66M ﹤0.01% 1277
2025
Q1
$2.34M Sell
17,533
-42,645
-71% -$4.89M ﹤0.01% 1404
2024
Q4
$4.37M Sell
60,178
-231,728
-79% -$16M 0.01% 1116
2024
Q3
$11M Buy
291,906
+93,699
+47% +$4.84M 0.01% 730
2024
Q2
$10.2M Sell
198,207
-132,048
-40% -$7.64M 0.01% 716
2024
Q1
$20.2M Buy
+330,255
New +$7.77M 0.03% 508
2023
Q4
Sell
-13,505
Closed -$128K 2586
2023
Q3
$128K Buy
+13,505
New +$140K ﹤0.01% 2033
2021
Q1
Sell
-1,548
Closed -$438K 2822
2020
Q4
$438K Buy
+1,548
New +$511K ﹤0.01% 1508

Other funds holding ROOT