Winch Advisory 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
2026 Q1	$164K	Buy	4,930 +21	+0.4%	+$776	0.04%	110
2025 Q4	$178K	Hold	4,909	–	–	0.04%	103
2025 Q3	$174K	Buy	4,909 +12	+0.2%	+$405	0.04%	107
2025 Q2	$160K	Hold	4,897	–	–	0.04%	103
2025 Q1	$139K	Sell	4,897 -146	-3%	-$4.71K	0.04%	105
2024 Q4	$161K	Hold	5,043	–	–	0.04%	97
2024 Q3	$162K	Buy	5,043 +206	+4%	+$6.31K	0.04%	99
2024 Q2	$149K	Hold	4,837	–	–	0.04%	97
2024 Q1	$154K	Buy	4,837 +1	+0%	+$30	0.05%	95
2023 Q4	$138K	Hold	4,836	–	–	0.05%	95
2023 Q3	$120K	Buy	4,836 +9	+0.2%	+$243	0.04%	94
2023 Q2	$139K	Buy	4,827 +805	+20%	+$21.4K	0.05%	88
2023 Q1	$103K	Hold	4,022	–	–	0.04%	99
2022 Q4	$83K	Hold	4,022	–	–	0.04%	104
2022 Q3	$73K	Buy	4,022 +6	+0.1%	+$126	0.03%	97
2022 Q2	$82K	Sell	4,016 -242	-6%	-$5.72K	0.03%	98
2022 Q1	$124K	Sell	4,258 -3	-0.1%	-$89	0.04%	90
2021 Q4	$153K	Buy	4,261 +15	+0.4%	+$553	0.05%	81
2021 Q3	$155K	Buy	4,246 +5	+0.1%	+$179	0.05%	77
2021 Q2	$148K	Buy	4,241 +3,650	+618%	+$125K	0.05%	75
2021 Q1	$20K	Buy	591 +232	+65%	+$7.94K	0.01%	181
2020 Q4	$12K	Hold	359	–	–	0.01%	209
2020 Q3	$10K	Buy	359 +1	+0.3%	+$26	﹤0.01%	207
2020 Q2	$9K	Hold	358	–	–	﹤0.01%	203
2020 Q1	$6K	Hold	358	–	–	﹤0.01%	205
2019 Q4	$8K	Hold	358	–	–	﹤0.01%	222
2019 Q3	$7K	Buy	358 +3	+0.8%	+$59	﹤0.01%	220
2019 Q2	$7K	Buy	+355	New	+$7.26K	﹤0.01%	229