GeoWealth Management’s Global X Cloud Computing ETF CLOU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,044	Closed	-$25K	–	1201
2024 Q4	$25K	Sell	1,044 -390	-27%	-$8.91K	﹤0.01%	1332
2024 Q3	$29.5K	Sell	1,434 -13,294	-90%	-$262K	﹤0.01%	1210
2024 Q2	$290K	Buy	14,728 +1,960	+15%	+$39.5K	0.01%	591
2024 Q1	$278K	Sell	12,768 -2,728	-18%	-$60.3K	0.01%	594
2023 Q4	$351K	Sell	15,496 -668	-4%	-$13.3K	0.03%	389
2023 Q3	$305K	Buy	16,164 +788	+5%	+$15.7K	0.03%	234
2023 Q2	$305K	Buy	15,376 +504	+3%	+$9.09K	0.03%	211
2023 Q1	$272K	Sell	14,872 -1,010	-6%	-$17.6K	0.03%	185
2022 Q4	$255K	Buy	15,882 +3,446	+28%	+$55.4K	0.03%	215
2022 Q3	$197K	Buy	12,436 +932	+8%	+$16.2K	0.02%	240
2022 Q2	$189K	Buy	11,504 +68	+0.6%	+$1.26K	0.03%	250
2022 Q1	$248K	Buy	11,436 +2,118	+23%	+$46.7K	0.02%	279
2021 Q4	$245K	Buy	9,318 +1,108	+13%	+$32.5K	0.02%	255
2021 Q3	$240K	Sell	8,210 -14,969	-65%	-$441K	0.02%	277
2021 Q2	$664K	Buy	23,179 +1,921	+9%	+$51.4K	0.08%	125
2021 Q1	$546K	Sell	21,258 -3,898	-15%	-$107K	0.09%	112
2020 Q4	$708K	Buy	25,156 +15,493	+160%	+$398K	0.11%	123
2020 Q3	$235K	Buy	+9,663	New	+$220K	0.07%	136
2019 Q4	–	Sell	-11,401	Closed	-$167K	–	120
2019 Q3	$167K	Buy	+11,401	New	+$180K	0.04%	210