River Wealth Advisors’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-8,942	Closed	-$287K	–	209
2024 Q3	$287K	Sell	8,942 -3,810	-30%	-$117K	0.04%	185
2024 Q2	$393K	Sell	12,752 -3,919	-24%	-$121K	0.06%	151
2024 Q1	$530K	Sell	16,671 -4,894	-23%	-$147K	0.08%	140
2023 Q4	$615K	Sell	21,565 -1,963	-8%	-$50.1K	0.1%	131
2023 Q3	$582K	Sell	23,528 -3,851	-14%	-$104K	0.1%	132
2023 Q2	$787K	Sell	27,379 -1,232	-4%	-$32.7K	0.13%	125
2023 Q1	$730K	Sell	28,611 -1,172	-4%	-$27.6K	0.13%	128
2022 Q4	$612K	Sell	29,783 -4,584	-13%	-$92.3K	0.12%	133
2022 Q3	$621K	Sell	34,367 -18,168	-35%	-$383K	0.13%	124
2022 Q2	$1.07M	Sell	52,535 -7,530	-13%	-$178K	0.2%	109
2022 Q1	$1.74M	Buy	60,065 +4,287	+8%	+$128K	0.28%	84
2021 Q4	$2M	Buy	55,778 +4,068	+8%	+$150K	0.31%	80
2021 Q3	$1.89M	Buy	51,710 +6,323	+14%	+$227K	0.32%	78
2021 Q2	$1.59M	Buy	45,387 +4,136	+10%	+$142K	0.28%	88
2021 Q1	$1.37M	Buy	41,251 +7,829	+23%	+$268K	0.26%	92
2020 Q4	$1.11M	Buy	33,422 +4,512	+16%	+$138K	0.24%	97
2020 Q3	$806K	Buy	28,910 +86	+0.3%	+$2.27K	0.21%	103
2020 Q2	$688K	Buy	28,824 +2,229	+8%	+$47.8K	0.21%	103
2020 Q1	$482K	Buy	26,595 +3,190	+14%	+$65.7K	0.19%	110
2019 Q4	$512K	Sell	23,405 -270	-1%	-$5.7K	0.17%	111
2019 Q3	$474K	Buy	23,675 +336	+1%	+$6.57K	0.18%	112
2019 Q2	$484K	Sell	23,339 -550	-2%	-$11.2K	0.19%	111
2019 Q1	$480K	Sell	23,889 -1,731	-7%	-$32.7K	0.2%	113
2018 Q4	$429K	Sell	25,620 -5,495	-18%	-$107K	0.19%	108
2018 Q3	$712K	Sell	31,115 -1,623	-5%	-$36.2K	0.26%	96
2018 Q2	$721K	Buy	32,738 +3,536	+12%	+$82.6K	0.28%	98
2018 Q1	$706K	Buy	29,202 +6,983	+31%	+$176K	0.3%	101
2017 Q4	$527K	Buy	22,219 +12,290	+124%	+$288K	0.22%	112
2017 Q3	$216K	Buy	+9,929	New	+$201K	0.1%	150