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Root Financial Partners’s CrowdStrike CRWD Stock Holding History

Root Financial Partners’s Portfolio CRWD Stock Details CRWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$223K Sell
438
-394
-47% -$201K 0.02% 231
2025
Q1 		$293K Buy
+832
New +$293K 0.03% 158