RMR Wealth Builders’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
2026 Q1	$213K	Buy	6,403 +14	+0.2%	+$517	0.02%	263
2025 Q4	$231K	Hold	6,389	–	–	0.02%	258
2025 Q3	$226K	Sell	6,389 -1,209	-16%	-$40.8K	0.02%	260
2025 Q2	$248K	Buy	+7,598	New	+$225K	0.02%	251
2025 Q1	–	Sell	-6,835	Closed	-$218K	–	262
2024 Q4	$218K	Sell	6,835 -165	-2%	-$5.38K	0.02%	245
2024 Q3	$225K	Sell	7,000 -486	-6%	-$14.9K	0.02%	241
2024 Q2	$231K	Buy	7,486 +767	+11%	+$23.6K	0.03%	228
2024 Q1	$214K	Buy	+6,719	New	+$202K	0.03%	249
2023 Q4	–	Sell	-26,066	Closed	-$644K	–	236
2023 Q3	$644K	Buy	26,066 +2,568	+11%	+$69.3K	0.1%	106
2023 Q2	$677K	Buy	+23,498	New	+$623K	0.12%	91
2021 Q2	–	Sell	-1,916	Closed	-$63K	–	243
2021 Q1	$63K	Buy	1,916 +632	+49%	+$21.6K	0.02%	333
2020 Q4	$43K	Buy	+1,284	New	+$39.3K	0.02%	271
2020 Q3	–	Sell	-548	Closed	-$13K	–	256
2020 Q2	$13K	Buy	+548	New	+$11.7K	0.01%	332
2019 Q4	$12K	Buy	+548	New	+$11.6K	0.01%	335