Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-4,100
Closed -$296K 4923
2025
Q4
$296K Sell
4,100
-700
-15% -$55.8K ﹤0.01% 3165
2025
Q3
$430K Sell
4,800
-168,200
-97% -$17.6M 0.01% 2843
2025
Q2
$22.1M Buy
173,000
+168,100
+3,431% +$22.8M 0.54% 487
2025
Q1
$654K Buy
4,900
+3,700
+308% +$424K 0.02% 2346
2024
Q4
$87.1K Buy
+1,200
New +$82.9K ﹤0.01% 3603
2022
Q3
Sell
-556
Closed -$12K 5868
2022
Q2
$12K Sell
556
-83
-13% -$2.25K ﹤0.01% 4607
2022
Q1
$23K Buy
639
+350
+121% +$12.6K ﹤0.01% 4736
2021
Q4
$16K Sell
289
-467
-62% -$36.5K ﹤0.01% 4994
2021
Q3
$72K Buy
+756
New +$93.8K ﹤0.01% 4510

Other funds holding ROOT