Compass Financial Services’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	$264K	Buy	1,041 +2	+0.2%	+$506	0.13%	41
2025 Q1	$215K	Buy	1,039 +58	+6%	+$12K	0.11%	42
2024 Q4	$228K	Buy	+981	New	+$228K	0.13%	36