Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-4,300
Closed -$385K 2255
2025
Q3
$385K Buy
4,300
+1,000
+30% +$105K ﹤0.01% 1221
2025
Q2
$422K Buy
+3,300
New +$447K ﹤0.01% 1389
2025
Q1
Sell
-2,300
Closed -$167K 2001
2024
Q4
$167K Buy
+2,300
New +$159K ﹤0.01% 1551
2023
Q1
Sell
-1,805
Closed -$8K 2045
2022
Q4
$8K Hold
1,805
﹤0.01% 1930
2022
Q3
$14K Sell
1,805
-1
-0.1% -$16 ﹤0.01% 1950
2022
Q2
$38K Buy
+1,806
New +$48.9K ﹤0.01% 1899

Other funds holding ROOT