Mark Sheptoff Financial Planning’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-300	Closed	-$11.2K	–	438
2024 Q2	$11.2K	Hold	300	–	–	0.01%	302
2024 Q1	$10.7K	Buy	+300	New	+$10.7K	0.01%	290