Caldwell Sutter Capital’s iShares MSCI All Country Asia ex Japan ETF AAXJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$462K	Hold	4,800	–	–	0.19%	129
2025 Q4	$447K	Sell	4,800 -252	-5%	-$23.4K	0.19%	127
2025 Q3	$461K	Hold	5,052	–	–	0.2%	126
2025 Q2	$417K	Sell	5,052 -1,140	-18%	-$87.2K	0.19%	123
2025 Q1	$458K	Hold	6,192	–	–	0.22%	116
2024 Q4	$447K	Hold	6,192	–	–	0.21%	118
2024 Q3	$486K	Hold	6,192	–	–	0.23%	118
2024 Q2	$446K	Hold	6,192	–	–	0.22%	119
2024 Q1	$420K	Hold	6,192	–	–	0.2%	123
2023 Q4	$412K	Buy	6,192 +695	+13%	+$44.7K	0.21%	118
2023 Q3	$349K	Hold	5,497	–	–	0.19%	121
2023 Q2	$365K	Buy	5,497 +5,244	+2,073%	+$350K	0.19%	122
2023 Q1	$17.2K	Buy	+253	New	+$17.3K	0.01%	351