United Capital Financial 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
2022 Q1	–	Sell	-9,742	Closed	-$350K	–	1166
2021 Q4	$350K	Buy	9,742 +3,797	+64%	+$140K	﹤0.01%	970
2021 Q3	$217K	Buy	5,945 +132	+2%	+$4.74K	﹤0.01%	1113
2021 Q2	$203K	Sell	5,813 -482	-8%	-$16.5K	﹤0.01%	1167
2021 Q1	$209K	Buy	6,295 +232	+4%	+$7.94K	﹤0.01%	1108
2020 Q4	$201K	Buy	+6,063	New	+$185K	﹤0.01%	1126
2020 Q3	–	Sell	-9,052	Closed	-$216K	–	1164
2020 Q2	$216K	Buy	+9,052	New	+$194K	﹤0.01%	1083
2020 Q1	–	Sell	-9,555	Closed	-$209K	–	1213
2019 Q4	$209K	Buy	+9,555	New	+$202K	﹤0.01%	1268
2018 Q2	–	Sell	-8,544	Closed	-$207K	–	1312
2018 Q1	$207K	Buy	+8,544	New	+$215K	﹤0.01%	1221