Belpointe Asset Management’s AGNC Investment AGNC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-33,858	Closed	-$324K	–	937
2025 Q1	$324K	Sell	33,858 -7,013	-17%	-$70K	0.02%	699
2024 Q4	$417K	Sell	40,871 -1,775	-4%	-$17.3K	0.03%	554
2024 Q3	$446K	Buy	42,646 +1,099	+3%	+$11.2K	0.03%	533
2024 Q2	$396K	Sell	41,547 -3,268	-7%	-$31.3K	0.03%	507
2024 Q1	$444K	Buy	+44,815	New	+$432K	0.03%	464
2023 Q2	–	Sell	-26,539	Closed	-$268K	–	672
2023 Q1	$268K	Sell	26,539 -4,444	-14%	-$48.3K	0.01%	803
2022 Q4	$321K	Buy	30,983 +10,922	+54%	+$99.8K	0.02%	705
2022 Q3	$169K	Sell	20,061 -2,744	-12%	-$32.2K	0.01%	909
2022 Q2	$252K	Sell	22,805 -6,337	-22%	-$75.1K	0.02%	739
2022 Q1	$383K	Sell	29,142 -1,885	-6%	-$26.4K	0.02%	627
2021 Q4	$467K	Buy	31,027 +1,457	+5%	+$23.1K	0.03%	538
2021 Q3	$466K	Buy	29,570 +9,457	+47%	+$153K	0.03%	532
2021 Q2	$339K	Buy	20,113 +9,283	+86%	+$165K	0.02%	632
2021 Q1	$181K	Sell	10,830 -115,662	-91%	-$1.87M	0.02%	787
2020 Q4	$1.97M	Buy	126,492 +30,582	+32%	+$452K	0.18%	123
2020 Q3	$1.33M	Buy	+95,910	New	+$1.32M	0.15%	149