Capstone Wealth Management Group (Oregon)’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.4M	Sell	103,023 -2,237	-2%	-$117K	3.93%	4
2025 Q1	$5.24M	Sell	105,260 -2,434	-2%	-$121K	4.19%	6
2024 Q4	$5.2M	Buy	+107,694	New	+$5.2M	3.95%	4