Edge Financial Advisors’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 Q1	–	Sell	-4,103	Closed	-$954K	–	120
2024 Q4	$954K	Sell	4,103 -19	-0.5%	-$4.42K	0.85%	40
2024 Q3	$931K	Buy	+4,122	New	+$931K	0.82%	41
2024 Q1	$860K	Buy	+4,127	New	+$860K	0.76%	40