Baystate Wealth Management’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
2023 Q4	$25.5K	Hold	895	–	–	﹤0.01%	509
2023 Q3	$22.1K	Buy	895 +517	+137%	+$13.9K	﹤0.01%	461
2023 Q2	$10.9K	Sell	378 -29	-7%	-$769	﹤0.01%	555
2023 Q1	$10.4K	Hold	407	–	–	﹤0.01%	562
2022 Q4	$8K	Hold	407	–	–	﹤0.01%	607
2022 Q3	$7K	Buy	407 +1	+0.2%	+$21	﹤0.01%	592
2022 Q2	$8K	Hold	406	–	–	﹤0.01%	597
2022 Q1	$12K	Buy	406 +43	+12%	+$1.28K	﹤0.01%	537
2021 Q4	$13K	Hold	363	–	–	﹤0.01%	522
2021 Q3	$13K	Hold	363	–	–	﹤0.01%	490
2021 Q2	$13K	Buy	+363	New	+$12.5K	﹤0.01%	476
2019 Q3	–	Sell	-1,553	Closed	-$33K	–	579
2019 Q2	$33K	Hold	1,553	–	–	﹤0.01%	257
2019 Q1	$33K	Hold	1,553	–	–	﹤0.01%	256
2018 Q4	$29K	Buy	1,553 +22	+1%	+$427	﹤0.01%	268
2018 Q3	$31K	Hold	1,531	–	–	0.01%	254
2018 Q2	$33K	Hold	1,531	–	–	﹤0.01%	236
2018 Q1	$37K	Buy	+1,531	New	+$38.5K	0.01%	222