Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-14,161
Closed -$1.02M 4924
2025
Q4
$1.02M Buy
14,161
+3,768
+36% +$300K 0.02% 2365
2025
Q3
$930K Buy
+10,393
New +$1.09M 0.01% 2326
2022
Q3
Sell
-2,410
Closed -$52K 5869
2022
Q2
$52K Buy
2,410
+130
+6% +$3.52K ﹤0.01% 4325
2022
Q1
$81K Buy
2,280
+938
+70% +$33.8K ﹤0.01% 4346
2021
Q4
$75K Sell
1,342
-1,523
-53% -$119K ﹤0.01% 4515
2021
Q3
$272K Buy
+2,865
New +$355K 0.01% 3557

Other funds holding ROOT