Walkner Condon Financial Advisors’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$881K	Sell	20,856 -807	-4%	-$35.1K	0.12%	125
2025 Q4	$885K	Sell	21,663 -65	-0.3%	-$2.61K	0.12%	120
2025 Q3	$873K	Sell	21,728 -1,057	-5%	-$40.9K	0.14%	116
2025 Q2	$847K	Sell	22,785 -6,041	-21%	-$207K	0.16%	107
2025 Q1	$921K	Sell	28,826 -77,973	-73%	-$2.5M	0.19%	97
2024 Q4	$3.31M	Buy	106,799 +4,323	+4%	+$140K	0.67%	39
2024 Q3	$3.5M	Buy	102,476 +3,274	+3%	+$107K	0.71%	35
2024 Q2	$3.15M	Buy	99,202 +5,806	+6%	+$186K	0.68%	40
2024 Q1	$3.03M	Buy	93,396 +13,511	+17%	+$422K	0.64%	44
2023 Q4	$2.54M	Buy	79,885 +64,852	+431%	+$1.9M	0.58%	47
2023 Q3	$438K	Buy	15,033 +685	+5%	+$20.9K	0.12%	149
2023 Q2	$438K	Sell	14,348 -1,495	-9%	-$46.3K	0.12%	145
2023 Q1	$491K	Sell	15,843 -1,529	-9%	-$47.2K	0.14%	134
2022 Q4	$511K	Sell	17,372 -1,057	-6%	-$29.9K	0.15%	120
2022 Q3	$480K	Buy	18,429 +655	+4%	+$19.2K	0.15%	120
2022 Q2	$514K	Buy	17,774 +21	+0.1%	+$674	0.16%	116
2022 Q1	$624K	Buy	+17,753	New	+$628K	0.18%	105
2021 Q4	–	Sell	-18,730	Closed	-$713K	–	148
2021 Q3	$713K	Buy	18,730 +948	+5%	+$37K	0.35%	61
2021 Q2	$674K	Sell	17,782 -47,089	-73%	-$1.83M	0.25%	73
2021 Q1	$2.42M	Sell	64,871 -5,390	-8%	-$198K	0.94%	30
2020 Q4	$2.49M	Buy	70,261 +1,566	+2%	+$51K	1.07%	24
2020 Q3	$2.09M	Buy	68,695 +295	+0.4%	+$8.67K	1.12%	22
2020 Q2	$1.87M	Sell	68,400 -8,627	-11%	-$223K	1.65%	13
2020 Q1	$1.75M	Buy	77,027 +19,136	+33%	+$536K	1.87%	12
2019 Q4	$1.84M	Buy	+57,891	New	+$1.79M	1.78%	13