West Oak Capital’s Root ROOT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$128	Hold	100	–	–	0.01%	236
2025 Q1	$133	Buy	+100	New	+$133	0.01%	233
2021 Q4	–	Sell	-8	Closed	-$1K	–	388
2021 Q3	$1K	Buy	8 +2	+33%	+$250	﹤0.01%	356
2021 Q2	$1K	Buy	+6	New	+$1K	﹤0.01%	343