APIM

Agate Pass Investment Management’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$938K	Sell	8,642 -4,627	-35%	-$502K	0.39%	67
2025 Q1	$1.28M	Buy	13,269 +470	+4%	+$45.3K	0.55%	55
2024 Q4	$1.24M	Buy	+12,799	New	+$1.24M	0.56%	51