Atria Wealth Solutions’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.98M	Sell	121,608 -4,260	-3%	-$126K	0.09%	255
2025 Q1	$3.58M	Buy	125,868 +75,707	+151%	+$2.44M	0.04%	438
2024 Q4	$1.6M	Sell	50,161 -2,898	-5%	-$94.5K	0.02%	727
2024 Q3	$1.71M	Sell	53,059 -4,460	-8%	-$137K	0.02%	695
2024 Q2	$1.78M	Buy	57,519 +9,771	+20%	+$301K	0.02%	667
2024 Q1	$1.52M	Sell	47,748 -1,024	-2%	-$30.8K	0.02%	727
2023 Q4	$1.39M	Sell	48,772 -20,549	-30%	-$525K	0.02%	739
2023 Q3	$1.71M	Buy	69,321 +260	+0.4%	+$7.01K	0.02%	615
2023 Q2	$1.99M	Sell	69,061 -11,005	-14%	-$292K	0.03%	567
2023 Q1	$2.04M	Buy	80,066 +60,507	+309%	+$1.42M	0.03%	531
2022 Q4	$402K	Sell	19,559 -11,709	-37%	-$236K	0.01%	1196
2022 Q3	$565K	Sell	31,268 -8,803	-22%	-$186K	0.01%	958
2022 Q2	$817K	Buy	40,071 +16,178	+68%	+$382K	0.02%	784
2022 Q1	$693K	Buy	+23,893	New	+$712K	0.01%	902