Bogart Wealth LLC’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	$10.5K	Hold	315	–	–	﹤0.01%	895
2025 Q4	$11.4K	Hold	315	–	–	﹤0.01%	838
2025 Q3	$11.2K	Hold	315	–	–	﹤0.01%	809
2025 Q2	$10.3K	Buy	315 +1	+0.3%	+$30	﹤0.01%	792
2025 Q1	$8.94K	Hold	314	–	–	﹤0.01%	781
2024 Q4	$10K	Hold	314	–	–	﹤0.01%	736
2024 Q3	$10.1K	Hold	314	–	–	﹤0.01%	696
2024 Q2	$9.69K	Buy	314 +4	+1%	+$123	﹤0.01%	677
2024 Q1	$9.86K	Sell	310 -61	-16%	-$1.84K	﹤0.01%	654
2023 Q4	$10.6K	Buy	371 +300	+423%	+$7.66K	﹤0.01%	609
2023 Q3	$1.75K	Hold	71	–	–	﹤0.01%	900
2023 Q2	$2.04K	Hold	71	–	–	﹤0.01%	878
2023 Q1	$1.81K	Hold	71	–	–	﹤0.01%	920
2022 Q4	$1.46K	Hold	71	–	–	﹤0.01%	824
2022 Q3	$1K	Hold	71	–	–	﹤0.01%	871
2022 Q2	$1K	Hold	71	–	–	﹤0.01%	816
2022 Q1	$2K	Hold	71	–	–	﹤0.01%	662
2021 Q4	$3K	Hold	71	–	–	﹤0.01%	608
2021 Q3	$3K	Hold	71	–	–	﹤0.01%	582
2021 Q2	$2K	Hold	71	–	–	﹤0.01%	587
2021 Q1	$2K	Hold	71	–	–	﹤0.01%	542
2020 Q4	$2K	Hold	71	–	–	﹤0.01%	398
2020 Q3	$1K	Hold	71	–	–	﹤0.01%	401
2020 Q2	$2K	Hold	71	–	–	﹤0.01%	379
2020 Q1	$1K	Hold	71	–	–	﹤0.01%	380
2019 Q4	$2K	Hold	71	–	–	﹤0.01%	357
2019 Q3	$1K	Hold	71	–	–	﹤0.01%	342
2019 Q2	$1K	Sell	71 -45	-39%	-$920	﹤0.01%	314
2019 Q1	$2K	Hold	116	–	–	﹤0.01%	311
2018 Q4	$1K	Hold	116	–	–	﹤0.01%	326
2018 Q3	$3K	Hold	116	–	–	﹤0.01%	285
2018 Q2	$2K	Buy	116 +15	+15%	+$350	﹤0.01%	311
2018 Q1	$2K	Buy	+101	New	+$2.54K	﹤0.01%	306