Copperleaf Capital’s iShares Future AI & Tech ETF ARTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$957K Sell
23,350
-180
-0.8% -$7.38K 0.48% 57
2025
Q1
$740K Buy
23,530
+1,641
+7% +$51.6K 0.44% 62
2024
Q4
$811K Buy
+21,889
New +$811K 0.51% 54