Golden State Wealth Management’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
2026 Q1	$93.5K	Sell	2,815 -280	-9%	-$10.3K	0.01%	535
2025 Q4	$112K	Hold	3,095	–	–	0.01%	498
2025 Q3	$110K	Buy	3,095 +267	+9%	+$9.01K	0.01%	483
2025 Q2	$92.3K	Sell	2,828 -146	-5%	-$4.33K	0.01%	499
2025 Q1	$84.6K	Buy	2,974 +350	+13%	+$11.3K	0.01%	489
2024 Q4	$83.8K	Buy	+2,624	New	+$85.5K	0.01%	465
2020 Q4	–	Sell	-3,000	Closed	-$84K	–	250
2020 Q3	$84K	Sell	3,000 -58,220	-95%	-$1.53M	0.03%	281
2020 Q2	$1.51M	Buy	61,220 +60,220	+6,022%	+$1.29M	0.48%	35
2020 Q1	$18K	Buy	+1,000	New	+$20.6K	0.01%	516
2019 Q4	–	Sell	-2,500	Closed	-$50K	–	160
2019 Q3	$50K	Hold	2,500	–	–	0.02%	426
2019 Q2	$51K	Hold	2,500	–	–	0.02%	449
2019 Q1	$50K	Buy	+2,500	New	+$47.3K	0.02%	443