Alpha Financial Partners’s Technology Select Sector SPDR Fund XLK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$238K	Sell	940 -475	-34%	-$120K	0.17%	74
2025 Q1	$292K	Buy	1,415 +437	+45%	+$90.2K	0.23%	58
2024 Q4	$227K	Sell	978 -15,747	-94%	-$3.66M	0.18%	71
2024 Q3	$3.78M	Buy	+16,725	New	+$3.78M	2.69%	10