Sowell Financial Services’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 Q2	–	Sell	-21,413	Closed	-$681K	–	527
2024 Q1	$681K	Buy	+21,413	New	+$645K	0.03%	408
2023 Q3	–	Sell	-21,677	Closed	-$624K	–	513
2023 Q2	$624K	Buy	+21,677	New	+$575K	0.03%	425
2022 Q1	–	Sell	-23,354	Closed	-$839K	–	205
2021 Q4	$839K	Buy	23,354 +3,178	+16%	+$117K	0.05%	362
2021 Q3	$738K	Sell	20,176 -18,001	-47%	-$646K	0.05%	335
2021 Q2	$1.34M	Buy	38,177 +2,808	+8%	+$96.3K	0.09%	260
2021 Q1	$1.2M	Buy	35,369 +30,762	+668%	+$1.05M	0.04%	359
2020 Q4	$153K	Buy	4,607 +1,552	+51%	+$47.5K	0.01%	965
2020 Q3	$85K	Sell	3,055 -472	-13%	-$12.4K	﹤0.01%	1027
2020 Q2	$84K	Sell	3,527 -35	-1%	-$750	﹤0.01%	1016
2020 Q1	$65K	Buy	3,562 +343	+11%	+$7.07K	﹤0.01%	959
2019 Q4	$70K	Hold	3,219	–	–	0.01%	1023
2019 Q3	$64K	Buy	+3,219	New	+$62.9K	0.01%	937