Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-2,359
Closed -$211K 2054
2025
Q3
$211K Buy
2,359
+696
+42% +$72.9K 0.02% 901
2025
Q2
$213K Buy
+1,663
New +$225K 0.03% 872
2025
Q1
Sell
-4,162
Closed -$302K 1819
2024
Q4
$302K Buy
4,162
+740
+22% +$51.1K 0.04% 555
2024
Q3
$129K Buy
3,422
+3,002
+715% +$155K 0.02% 972
2024
Q2
$21.7K Buy
+420
New +$24.3K ﹤0.01% 1545
2023
Q2
Sell
-5,255
Closed -$23.7K 1744
2023
Q1
$23.7K Buy
+5,255
New +$26.6K 0.01% 1384
2022
Q4
Sell
-1
Closed 1732
2022
Q3
$0 Sell
1
-749
-100% -$11.7K ﹤0.01% 1881
2022
Q2
$16K Buy
+750
New +$20.3K 0.01% 1531
2021
Q4
Sell
-107
Closed -$10K 1963
2021
Q3
$10K Sell
107
-73
-41% -$9.06K 0.01% 1031
2021
Q2
$35K Buy
+180
New +$34K 0.02% 833

Other funds holding ROOT