Gimbal Financial’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
Q1
Sell
-107,374
Closed -$3.98M 52
2024
Q4
$3.98M Buy
+107,374
New +$3.98M 3.25% 9
2024
Q3
Sell
-238,821
Closed -$8.19M 54
2024
Q2
$8.19M Buy
238,821
+184,974
+344% +$6.35M 6.03% 7
2024
Q1
$1.85M Buy
53,847
+24,826
+86% +$853K 1.51% 11
2023
Q4
$1M Buy
+29,021
New +$1M 1% 13