Global Retirement Partners’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
2025 Q4	$149K	Buy	4,122 +281	+7%	+$10.2K	﹤0.01%	1655
2025 Q3	$136K	Buy	3,841 +1,527	+66%	+$51.5K	﹤0.01%	1369
2025 Q2	$75.5K	Buy	+2,314	New	+$68.5K	﹤0.01%	1557
2024 Q4	$159K	Sell	4,968 -1,780	-26%	-$58K	﹤0.01%	1049
2024 Q3	$217K	Buy	6,748 +2,556	+61%	+$78.3K	0.01%	885
2024 Q2	$129K	Buy	4,192 +439	+12%	+$13.5K	﹤0.01%	1066
2024 Q1	$119K	Buy	3,753 +979	+35%	+$29.5K	﹤0.01%	1007
2023 Q4	$79.3K	Buy	2,774 +206	+8%	+$5.26K	﹤0.01%	1162
2023 Q3	$62.5K	Buy	2,568 +1,706	+198%	+$46K	﹤0.01%	1161
2023 Q2	$24.8K	Hold	862	–	–	﹤0.01%	1580
2023 Q1	$21.4K	Buy	862 +270	+46%	+$6.35K	﹤0.01%	1610
2022 Q4	$12.2K	Hold	592	–	–	﹤0.01%	1699
2022 Q3	$12K	Buy	592 +126	+27%	+$2.65K	﹤0.01%	1598
2022 Q2	$9K	Sell	466 -250	-35%	-$5.91K	﹤0.01%	1671
2022 Q1	$16K	Buy	+716	New	+$21.3K	﹤0.01%	1427
2021 Q4	–	Sell	-390	Closed	-$14K	–	421
2021 Q3	$14K	Sell	390 -84	-18%	-$3.02K	﹤0.01%	1307
2021 Q2	$17K	Buy	474 +171	+56%	+$5.87K	﹤0.01%	1227
2021 Q1	$10K	Buy	303 +118	+64%	+$4.04K	﹤0.01%	1283
2020 Q4	$6K	Buy	+185	New	+$5.66K	﹤0.01%	1388
2020 Q2	–	Sell	-335	Closed	-$6K	–	1612
2020 Q1	$6K	Buy	+335	New	+$6.9K	﹤0.01%	1158