Geneos Wealth Management’s Global X Conscious Companies ETF KRMA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,300	Closed	-$47.1K	–	2128
2024 Q1	$47.1K	Hold	1,300	–	–	﹤0.01%	1085
2023 Q4	$43.4K	Hold	1,300	–	–	﹤0.01%	1110
2023 Q3	$38.8K	Hold	1,300	–	–	﹤0.01%	1153
2023 Q2	$40.3K	Hold	1,300	–	–	﹤0.01%	1143
2023 Q1	$38.3K	Hold	1,300	–	–	﹤0.01%	1152
2022 Q4	$36K	Hold	1,300	–	–	﹤0.01%	1162
2022 Q3	$33K	Sell	1,300 -200	-13%	-$5.08K	﹤0.01%	1171
2022 Q2	$40K	Hold	1,500	–	–	﹤0.01%	1380
2022 Q1	$48K	Hold	1,500	–	–	﹤0.01%	1409
2021 Q4	$51K	Hold	1,500	–	–	﹤0.01%	1471
2021 Q3	$47K	Buy	1,500 +200	+15%	+$6.27K	﹤0.01%	1523
2021 Q2	$41K	Hold	1,300	–	–	﹤0.01%	1575
2021 Q1	$39K	Hold	1,300	–	–	﹤0.01%	1755
2020 Q4	$37K	Hold	1,300	–	–	﹤0.01%	1599
2020 Q3	$30K	Sell	1,300 -1,475	-53%	-$34K	﹤0.01%	1463
2020 Q2	$59K	Buy	2,775 +1,475	+113%	+$31.4K	﹤0.01%	1148
2020 Q1	$23K	Hold	1,300	–	–	﹤0.01%	1447
2019 Q4	$31K	Hold	1,300	–	–	﹤0.01%	1490
2019 Q3	$28K	Hold	1,300	–	–	﹤0.01%	1458
2019 Q2	$28K	Hold	1,300	–	–	﹤0.01%	1468
2019 Q1	$27K	Hold	1,300	–	–	﹤0.01%	1438
2018 Q4	$23K	Hold	1,300	–	–	﹤0.01%	1436
2018 Q3	$27K	Buy	+1,300	New	+$27K	﹤0.01%	1450
2018 Q2	–	Sell	-1,300	Closed	-$25K	–	2298
2018 Q1	$25K	Hold	1,300	–	–	﹤0.01%	1301
2017 Q4	$25K	Buy	+1,300	New	+$25K	﹤0.01%	1296