Kavar Capital Partners Group’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	$299K	Hold	646	–	–	0.04%	170
2025 Q4	$310K	Sell	646 -75	-10%	-$35.5K	0.04%	148
2025 Q3	$334K	Buy	721 +146	+25%	+$65.8K	0.04%	146
2025 Q2	$253K	Hold	575	–	–	0.04%	172
2025 Q1	$241K	Hold	575	–	–	0.04%	164
2024 Q4	$245K	Hold	575	–	–	0.04%	154
2024 Q3	$243K	Hold	575	–	–	0.04%	162
2024 Q2	$225K	Hold	575	–	–	0.04%	148
2024 Q1	$229K	Sell	575 -575	-50%	-$222K	0.04%	150
2023 Q4	$433K	Buy	+1,150	New	+$402K	0.05%	138
2022 Q2	–	Sell	-590	Closed	-$205K	–	169
2022 Q1	$205K	Buy	+590	New	+$205K	0.04%	150
2019 Q3	–	Sell	-500	Closed	-$133K	–	210
2019 Q2	$133K	Buy	+500	New	+$131K	0.05%	150
2018 Q3	–	Sell	-500	Closed	-$121K	–	168
2018 Q2	$121K	Hold	500	–	–	0.06%	133
2018 Q1	$121K	Buy	+500	New	+$126K	0.06%	132
2016 Q1	–	Sell	-500	Closed	-$86K	–	160
2015 Q4	$86K	Hold	500	–	–	0.06%	138
2015 Q3	$81K	Hold	500	–	–	0.06%	141
2015 Q2	$87K	Buy	+500	New	+$90K	0.06%	151
2014 Q2	–	Sell	-650	Closed	-$106K	–	199
2014 Q1	$106K	Sell	650 -200	-24%	-$32.3K	0.09%	154
2013 Q4	$140K	Buy	+850	New	+$134K	0.13%	131