Kaizen Financial Strategies’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.76M	Sell	3,621 -471	-12%	-$228K	0.74%	27
2025 Q4	$1.97M	Sell	4,092 -473	-10%	-$224K	0.87%	22
2025 Q3	$2.14M	Sell	4,565 -6	-0.1%	-$2.7K	0.97%	20
2025 Q2	$2.01M	Sell	4,571 -468	-9%	-$194K	1.02%	20
2025 Q1	$2.12M	Buy	5,039 +524	+12%	+$227K	1.22%	19
2024 Q4	$1.92M	Sell	4,515 -69	-2%	-$29.9K	1.09%	21
2024 Q3	$1.94M	Sell	4,584 -157	-3%	-$63.8K	1.13%	20
2024 Q2	$1.93M	Sell	4,741 -6,453	-58%	-$2.5M	1.2%	20
2024 Q1	$4.45M	Buy	11,194 +3,008	+37%	+$1.16M	3.03%	7
2023 Q4	$3.08M	Buy	8,186 +326	+4%	+$114K	2.35%	11
2023 Q3	$2.63M	Buy	7,860 +4,932	+168%	+$1.71M	2.23%	13
2023 Q2	$1.01M	Buy	2,928 +138	+5%	+$46.4K	0.86%	24
2023 Q1	$928K	Sell	2,790 -7,637	-73%	-$2.54M	0.92%	24
2022 Q4	$3.58M	Buy	10,427 +2,120	+26%	+$689K	3.54%	3
2022 Q3	$2.39M	Buy	8,307 +391	+5%	+$124K	2.43%	7
2022 Q2	$2.44M	Buy	7,916 +242	+3%	+$79.1K	2.41%	7
2022 Q1	$2.66M	Buy	7,674 +6,623	+630%	+$2.3M	2.09%	9
2021 Q4	$382K	Sell	1,051 -54	-5%	-$19.2K	0.29%	87
2021 Q3	$374K	Buy	+1,105	New	+$386K	0.3%	85
2021 Q1	$380K	Sell	1,151 -1,397	-55%	-$441K	0.36%	80
2020 Q4	$779K	Buy	+2,548	New	+$742K	0.87%	31