Perennial Investment Advisors’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
2025 Q2	$277K	Sell	8,491 -1,096	-11%	-$35.8K	0.03%	364
2025 Q1	$273K	Sell	9,587 -765	-7%	-$21.8K	0.03%	333
2024 Q4	$331K	Sell	10,352 -3,296	-24%	-$105K	0.04%	279
2024 Q3	$439K	Buy	13,648 +1,064	+8%	+$34.2K	0.06%	230
2024 Q2	$388K	Buy	+12,584	New	+$388K	0.06%	233