Rooted Wealth Advisors’s Fortinet FTNT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$512K	Buy	5,165 +788	+18%	+$78.1K	0.18%	66
2025 Q1	$371K	Buy	4,377 +279	+7%	+$23.6K	0.16%	69
2024 Q4	$393K	Buy	4,098 +957	+30%	+$91.8K	0.15%	68
2024 Q3	$243K	Buy	+3,141	New	+$243K	0.11%	83