Portland Financial 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
$565K Sell
17,291
-50
-0.3% -$1.63K 1.36% 24
2025
Q1
$494K Sell
17,341
-750
-4% -$21.3K 1.26% 27
2024
Q4
$578K Buy
+18,091
New +$578K 1.55% 17