Blue Bell Private 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
2026 Q1	$27.3K	Buy	821 +365	+80%	+$13.5K	﹤0.01%	483
2025 Q4	$16.5K	Buy	456 +65	+17%	+$2.36K	﹤0.01%	508
2025 Q3	$13.9K	Hold	391	–	–	﹤0.01%	516
2025 Q2	$12.8K	Buy	391 +363	+1,296%	+$10.8K	﹤0.01%	505
2025 Q1	$797	Hold	28	–	–	﹤0.01%	681
2024 Q4	$895	Hold	28	–	–	﹤0.01%	634
2024 Q3	$900	Hold	28	–	–	﹤0.01%	649
2024 Q2	$864	Hold	28	–	–	﹤0.01%	673
2024 Q1	$891	Hold	28	–	–	﹤0.01%	683
2023 Q4	$798	Hold	28	–	–	﹤0.01%	684
2023 Q3	$692	Hold	28	–	–	﹤0.01%	644
2023 Q2	$805	Hold	28	–	–	﹤0.01%	651
2023 Q1	$714	Hold	28	–	–	﹤0.01%	633
2022 Q4	$575	Sell	28 -200	-88%	-$4.03K	﹤0.01%	668
2022 Q3	$4K	Hold	228	–	–	﹤0.01%	491
2022 Q2	$5K	Hold	228	–	–	﹤0.01%	497
2022 Q1	$7K	Hold	228	–	–	﹤0.01%	481
2021 Q4	$8K	Buy	228 +28	+14%	+$1.03K	﹤0.01%	437
2021 Q3	$7K	Hold	200	–	–	﹤0.01%	152
2021 Q2	$7K	Hold	200	–	–	﹤0.01%	155
2021 Q1	$7K	Hold	200	–	–	﹤0.01%	150
2020 Q4	$10K	Hold	200	–	–	﹤0.01%	129
2020 Q3	$6K	Hold	200	–	–	﹤0.01%	150
2020 Q2	$0	Sell	200 -200	-50%	-$4.29K	﹤0.01%	178
2020 Q1	$7K	Hold	400	–	–	﹤0.01%	157
2019 Q4	$9K	Hold	400	–	–	﹤0.01%	158
2019 Q3	$8K	Hold	400	–	–	﹤0.01%	155
2019 Q2	$8K	Hold	400	–	–	﹤0.01%	157
2019 Q1	$8K	Hold	400	–	–	﹤0.01%	156
2018 Q4	$7K	Hold	400	–	–	﹤0.01%	172
2018 Q3	$9K	Buy	+400	New	+$8.93K	﹤0.01%	170