B. Riley Wealth Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,686	Closed	-$434K	–	1031
2025 Q4	$434K	Buy	+6,686	New	+$412K	0.02%	580
2024 Q2	–	Sell	-13,917	Closed	-$768K	–	1515
2024 Q1	$768K	Sell	13,917 -95	-0.7%	-$4.23K	0.02%	607
2023 Q4	$719K	Buy	14,012 +95	+0.7%	+$4.71K	0.02%	648
2023 Q3	$768K	Sell	13,917 -2,368	-15%	-$145K	0.02%	607
2023 Q2	$1.06M	Sell	16,285 -3,029	-16%	-$189K	0.02%	546
2023 Q1	$1.23M	Sell	19,314 -9,870	-34%	-$637K	0.03%	477
2022 Q4	$1.72M	Sell	29,184 -6,399	-18%	-$428K	0.05%	375
2022 Q3	$2.35M	Buy	35,583 +25,313	+246%	+$1.88M	0.07%	273
2022 Q2	$747K	Sell	10,270 -1,056	-9%	-$75.1K	0.03%	506
2022 Q1	$872K	Buy	11,326 +595	+6%	+$45.5K	0.03%	532
2021 Q4	$907K	Sell	10,731 -28,301	-73%	-$2.51M	0.03%	564
2021 Q3	$3.2M	Buy	39,032 +2,071	+6%	+$170K	0.1%	226
2021 Q2	$2.68M	Sell	36,961 -174	-0.5%	-$11.2K	0.09%	270
2021 Q1	$2.17M	Buy	37,135 +33,489	+919%	+$2.19M	0.08%	294
2020 Q4	$226K	Buy	+3,646	New	+$181K	0.01%	886