RMR Wealth Builders’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-9,308	Closed	-$406K	–	264
2024 Q3	$406K	Sell	9,308 -329	-3%	-$12.5K	0.04%	177
2024 Q2	$374K	Buy	9,637 +48	+0.5%	+$2.09K	0.04%	178
2024 Q1	$434K	Sell	9,589 -83	-0.9%	-$3.7K	0.05%	164
2023 Q4	$493K	Sell	9,672 -2,608	-21%	-$129K	0.07%	145
2023 Q3	$677K	Sell	12,280 -309	-2%	-$18.9K	0.11%	100
2023 Q2	$821K	Buy	12,589 +197	+2%	+$12.3K	0.14%	76
2023 Q1	$788K	Buy	12,392 +220	+2%	+$14.2K	0.15%	75
2022 Q4	$720K	Sell	12,172 -78	-0.6%	-$5.21K	0.16%	73
2022 Q3	$810K	Buy	12,250 +73	+0.6%	+$5.42K	0.2%	59
2022 Q2	$885K	Buy	12,177 +31	+0.3%	+$2.2K	0.22%	66
2022 Q1	$935K	Buy	12,146 +2,006	+20%	+$154K	0.2%	72
2021 Q4	$858K	Buy	10,140 +2,200	+28%	+$195K	0.25%	42
2021 Q3	$651K	Buy	7,940 +991	+14%	+$81.2K	0.19%	82
2021 Q2	$504K	Buy	6,949 +45	+0.7%	+$2.9K	0.17%	93
2021 Q1	$404K	Buy	+6,904	New	+$451K	0.11%	116