Tilson Financial Group’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$322K	Buy	7,032 +21	+0.3%	+$992	0.1%	67
2025 Q4	$316K	Buy	7,011 +38	+0.5%	+$1.73K	0.1%	69
2025 Q3	$319K	Sell	6,973 -339	-5%	-$15.2K	0.1%	63
2025 Q2	$323K	Buy	+7,312	New	+$318K	0.12%	60
2024 Q4	–	Sell	-7,688	Closed	-$365K	–	74
2024 Q3	$365K	Sell	7,688 -215	-3%	-$9.7K	0.16%	55
2024 Q2	$328K	Sell	7,903 -12	-0.2%	-$495	0.33%	29
2024 Q1	$339K	Sell	7,915 -34	-0.4%	-$1.44K	0.18%	55
2023 Q4	$347K	Sell	7,949 -2,567	-24%	-$101K	0.22%	49
2023 Q3	$402K	Sell	10,516 -2,545	-19%	-$104K	0.32%	48
2023 Q2	$536K	Sell	13,061 -4,434	-25%	-$181K	0.91%	19
2023 Q1	$720K	Sell	17,495 -352	-2%	-$15K	0.59%	33
2022 Q4	$730K	Buy	+17,847	New	+$723K	0.62%	31