Zimmermann Investment Management & Planning’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 Q4	–	Sell	-38,780	Closed	-$1.25M	–	19
2024 Q3	$1.25M	Sell	38,780 -368	-0.9%	-$11.3K	0.38%	59
2024 Q2	$1.21M	Buy	39,148 +131	+0.3%	+$4.04K	0.4%	53
2024 Q1	$1.24M	Buy	39,017 +812	+2%	+$24.4K	0.45%	54
2023 Q4	$1.09M	Buy	38,205 +1,064	+3%	+$27.2K	0.45%	45
2023 Q3	$918K	Buy	37,141 +1,510	+4%	+$40.7K	0.44%	49
2023 Q2	$1.02M	Buy	35,631 +367	+1%	+$9.74K	0.48%	43
2023 Q1	$899K	Buy	35,264 +5,960	+20%	+$140K	0.47%	48
2022 Q4	$602K	Sell	29,304 -21,390	-42%	-$431K	0.35%	50
2022 Q3	$917K	Sell	50,694 -94,749	-65%	-$2M	0.57%	36
2022 Q2	$2.96M	Sell	145,443 -6,618	-4%	-$156K	2.03%	16
2022 Q1	$4.41M	Buy	152,061 +8,875	+6%	+$264K	2.62%	12
2021 Q4	$5.15M	Buy	+143,186	New	+$5.28M	2.89%	12