Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$347K Buy
7,866
+4,800
+157% +$280K 0.01% 749
2025
Q4
$221K Sell
3,066
-7,159
-70% -$570K 0.01% 978
2025
Q3
$915K Buy
+10,225
New +$1.07M 0.05% 347
2025
Q2
Sell
-9,203
Closed -$1.23M 1968
2025
Q1
$1.23M Buy
+9,203
New +$1.05M 0.07% 216
2024
Q1
Sell
-11,540
Closed -$121K 1990
2023
Q4
$121K Buy
+11,540
New +$114K 0.01% 984
2023
Q1
Sell
-14,458
Closed -$65K 2019
2022
Q4
$65K Buy
+14,458
New +$99.7K 0.01% 1036
2022
Q1
Sell
-11,849
Closed -$661K 1955
2021
Q4
$661K Buy
+11,849
New +$927K 0.07% 286
2021
Q2
Sell
-6,069
Closed -$1.39M 1993
2021
Q1
$1.39M Buy
+6,069
New +$1.84M 0.1% 174

Other funds holding ROOT