Oak Family Advisors’s Global X Defense Tech ETF SHLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.22M	Buy	153,014 +89,348	+140%	+$5.38M	2.91%	6
2025 Q1	$2.96M	Buy	63,666 +3,285	+5%	+$153K	1%	30
2024 Q4	$2.26M	Buy	60,381 +3,214	+6%	+$120K	0.82%	37
2024 Q3	$2.13M	Buy	+57,167	New	+$2.13M	0.65%	39