Northwest Financial Advisors’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$565K	Buy	14,098 +1,050	+8%	+$42.1K	0.79%	37
2025 Q1	$526K	Buy	13,048 +33	+0.3%	+$1.33K	0.44%	55
2024 Q4	$513K	Buy	13,015 +73	+0.6%	+$2.88K	0.42%	58
2024 Q3	$536K	Buy	+12,942	New	+$536K	0.43%	54