Cardinal Point Capital Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,365	Closed	-$314K	–	254
2025 Q1	$314K	Sell	3,365 -1,021	-23%	-$95.4K	0.03%	145
2024 Q4	$376K	Buy	+4,386	New	+$376K	0.06%	65
2023 Q2	–	Sell	-4,626	Closed	-$383K	–	85
2023 Q1	$383K	Buy	+4,626	New	+$383K	0.12%	59