Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$735K Buy
16,633
+9,631
+138% +$562K 0.01% 1690
2025
Q4
$506K Buy
7,002
+1,750
+33% +$139K 0.01% 1592
2025
Q3
$470K Buy
5,252
+1,288
+32% +$135K 0.02% 1126
2025
Q2
$507K Buy
+3,964
New +$537K 0.02% 1094
2024
Q4
Sell
-17,082
Closed -$645K 2839
2024
Q3
$645K Buy
+17,082
New +$882K 0.05% 643
2022
Q3
Sell
-2,224
Closed -$48K 1347
2022
Q2
$48K Buy
+2,224
New +$60.2K 0.02% 747
2021
Q4
Sell
-663
Closed -$63K 958
2021
Q3
$63K Buy
+663
New +$82.2K 0.02% 591

Other funds holding ROOT