Great Diamond Partners’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-33,056	Closed	-$2.07M	–	236
2025 Q2	$2.07M	Buy	33,056 +1,158	+4%	+$70.3K	0.44%	66
2025 Q1	$2.04M	Buy	31,898 +364	+1%	+$22.9K	0.56%	54
2024 Q4	$1.91M	Sell	31,534 -65	-0.2%	-$3.87K	0.49%	61
2024 Q3	$1.72M	Sell	31,599 -3,331	-10%	-$176K	0.44%	66
2024 Q2	$1.78M	Sell	34,930 -1,557	-4%	-$76.7K	0.42%	65
2024 Q1	$1.79M	Buy	36,487 +265	+0.7%	+$12.1K	0.41%	66
2023 Q4	$1.62M	Buy	36,222 +177	+0.5%	+$7.69K	0.4%	66
2023 Q3	$1.53M	Buy	36,045 +910	+3%	+$38.7K	0.41%	62
2023 Q2	$1.46M	Buy	35,135 +5,312	+18%	+$213K	0.39%	69
2023 Q1	$1.19M	Buy	29,823 +2,958	+11%	+$121K	0.35%	75
2022 Q4	$1.1M	Sell	26,865 -3,889	-13%	-$160K	0.34%	68
2022 Q3	$1.15M	Buy	30,754 +168	+0.5%	+$6.84K	0.39%	65
2022 Q2	$1.17M	Buy	30,586 +857	+3%	+$36.1K	0.39%	61
2022 Q1	$1.27M	Buy	+29,729	New	+$1.17M	0.35%	67