Rollins Financial Advisors’s Root ROOT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,171	Closed	-$230K	–	139
2024 Q4	$230K	Sell	3,171 -14,711	-82%	-$1.07M	0.04%	121
2024 Q3	$676K	Buy	17,882 +2,683	+18%	+$101K	0.11%	67
2024 Q2	$784K	Hold	15,199	–	–	0.13%	63
2024 Q1	$928K	Buy	+15,199	New	+$928K	0.17%	54