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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-334	Closed	-$13.5K	–	39
2025 Q1	$13.5K	Hold	334	–	–	0.01%	77
2024 Q4	$12.5K	Hold	334	–	–	0.01%	74
2024 Q3	$12.5K	Buy	+334	New	+$12.5K	0.01%	74