EPG 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
2025 Q2	–	Sell	-9,615	Closed	-$274K	–	324
2025 Q1	$274K	Sell	9,615 -8,320	-46%	-$269K	0.08%	201
2024 Q4	$573K	Sell	17,935 -1,112	-6%	-$36.2K	0.15%	150
2024 Q3	$612K	Buy	+19,047	New	+$583K	0.15%	147
2024 Q2	–	Sell	-24,412	Closed	-$752K	–	129
2024 Q1	$777K	Buy	24,412 +100	+0.4%	+$3.01K	0.19%	136
2023 Q4	$712K	Buy	24,312 +3	+0%	+$77	0.19%	134
2023 Q3	$601K	Buy	24,309 +12,759	+110%	+$344K	0.18%	133
2023 Q2	$332K	Buy	11,550 +10,150	+725%	+$269K	0.1%	179
2023 Q1	$35.7K	Hold	1,400	–	–	0.01%	309
2022 Q4	$28.8K	Hold	1,400	–	–	0.01%	291
2022 Q3	$25K	Buy	+1,400	New	+$29.5K	0.01%	300
2022 Q2	–	Sell	-1,400	Closed	-$41K	–	229
2022 Q1	$41K	Hold	1,400	–	–	0.01%	301
2021 Q4	$50K	Hold	1,400	–	–	0.02%	292
2021 Q3	$51K	Buy	+1,400	New	+$50.2K	0.02%	271
2020 Q2	–	Sell	-3,739	Closed	-$68K	–	207
2020 Q1	$68K	Buy	+3,739	New	+$77K	0.05%	232