Zynergy Retirement Planning’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Zynergy Retirement Planning’s Portfolio CHAT Stock Details CHAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$13.5K	Hold
2024 Q4	$12.5K	Hold
2024 Q3	$12.5K	Buy