Lee Financial Group Hawaii’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	$9.23M	Buy	290,209 +108,329	+60%	+$3.45M	7.22%	4
2023 Q4	$5.18M	Sell	181,880 -3,557	-2%	-$101K	4.41%	8
2023 Q3	$4.58M	Buy	185,437 +23,781	+15%	+$588K	4.21%	8
2023 Q2	$4.65M	Buy	+161,656	New	+$4.65M	4.25%	8