Frisch Financial Group’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	$509K	Sell	15,335 -476	-3%	-$17.6K	0.11%	102
2025 Q4	$575K	Hold	15,811	–	–	0.13%	88
2025 Q3	$560K	Buy	15,811 +18	+0.1%	+$607	0.13%	89
2025 Q2	$517K	Hold	15,793	–	–	0.13%	87
2025 Q1	$449K	Buy	15,793 +275	+2%	+$8.88K	0.13%	78
2024 Q4	$496K	Hold	15,518	–	–	0.15%	72
2024 Q3	$499K	Sell	15,518 -852	-5%	-$26.1K	0.15%	70
2024 Q2	$505K	Buy	16,370 +2,320	+17%	+$71.5K	0.15%	65
2024 Q1	$447K	Sell	14,050 -274	-2%	-$8.25K	0.15%	73
2023 Q4	$408K	Sell	14,324 -2	-0%	-$51	0.15%	72
2023 Q3	$354K	Sell	14,326 -15,770	-52%	-$426K	0.14%	82
2023 Q2	$865K	Sell	30,096 -1,229	-4%	-$32.6K	0.41%	42
2023 Q1	$799K	Sell	31,325 -1,455	-4%	-$34.2K	0.31%	50
2022 Q4	$674K	Sell	32,780 -2,056	-6%	-$41.4K	0.25%	59
2022 Q3	$630K	Sell	34,836 -707	-2%	-$14.9K	0.27%	54
2022 Q2	$722K	Buy	35,543 +3,025	+9%	+$71.5K	0.28%	54
2022 Q1	$943K	Buy	32,518 +919	+3%	+$27.4K	0.3%	49
2021 Q4	$1.09M	Sell	31,599 -350	-1%	-$12.9K	0.34%	50
2021 Q3	$1.17M	Buy	31,949 +95	+0.3%	+$3.41K	0.39%	45
2021 Q2	$1.11M	Buy	31,854 +3,054	+11%	+$105K	0.35%	47
2021 Q1	$954K	Buy	28,800 +7,221	+33%	+$247K	0.32%	47
2020 Q4	$715K	Buy	21,579 +6,591	+44%	+$202K	0.26%	50
2020 Q3	$418K	Buy	14,988 +2,083	+16%	+$54.9K	0.18%	60
2020 Q2	$308K	Hold	12,905	–	–	0.15%	66
2020 Q1	$234K	Buy	12,905 +435	+3%	+$8.96K	0.14%	87
2019 Q4	$273K	Buy	+12,470	New	+$263K	0.13%	92