Gladstone Institutional Advisory’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
2025
Q2
Sell
-5,974
Closed -$223K 776
2025
Q1
$223K Sell
5,974
-16,166
-73% -$603K 0.01% 664
2024
Q4
$865K Sell
22,140
-5,712
-21% -$223K 0.04% 351
2024
Q3
$1.09M Sell
27,852
-56,662
-67% -$2.22M 0.05% 314
2024
Q2
$3.13M Sell
84,514
-68,679
-45% -$2.54M 0.16% 160
2024
Q1
$5.55M Sell
153,193
-63,587
-29% -$2.3M 0.3% 83
2023
Q4
$7.24M Buy
216,780
+1,443
+0.7% +$48.2K 0.41% 58
2023
Q3
$6.43M Sell
215,337
-1,621
-0.7% -$48.4K 0.42% 54
2023
Q2
$6.73M Sell
216,958
-36,898
-15% -$1.14M 0.41% 57
2023
Q1
$7.49M Buy
253,856
+14,547
+6% +$429K 0.48% 41
2022
Q4
$6.63M Buy
239,309
+149,800
+167% +$4.15M 0.47% 44
2022
Q3
$2.28M Buy
89,509
+27,392
+44% +$699K 0.18% 145
2022
Q2
$1.66M Buy
62,117
+7,957
+15% +$213K 0.13% 179
2022
Q1
$1.76M Sell
54,160
-2,401
-4% -$77.8K 0.12% 202
2021
Q4
$1.95M Buy
56,561
+8,269
+17% +$285K 0.15% 179
2021
Q3
$1.51M Buy
+48,292
New +$1.51M 0.15% 180