Castleview Partners’s Independence Realty Trust IRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,573	Closed	-$90.4K	–	365
2024 Q4	$90.4K	Hold	4,573	–	–	0.05%	268
2024 Q3	$93.7K	Sell	4,573 -951	-17%	-$18.7K	0.05%	236
2024 Q2	$104K	Sell	5,524 -1,484	-21%	-$24.8K	0.06%	233
2024 Q1	$113K	Buy	7,008 +35	+0.5%	+$535	0.06%	240
2023 Q4	$107K	Sell	6,973 -11,968	-63%	-$166K	0.07%	202
2023 Q3	$266K	Hold	18,941	–	–	0.25%	91
2023 Q2	$345K	Sell	18,941 -1,808	-9%	-$30.9K	0.31%	72
2023 Q1	$333K	Buy	20,749 +13	+0.1%	+$228	0.29%	83
2022 Q4	$350K	Buy	20,736 +16	+0.1%	+$271	0.34%	72
2022 Q3	$347K	Buy	20,720 +12,610	+155%	+$255K	0.33%	70
2022 Q2	$172K	Sell	8,110 -12,504	-61%	-$301K	0.14%	159
2022 Q1	$545K	Buy	+20,614	New	+$506K	0.34%	55