Lockerman Financial Group’s SPDR SSGA Fixed Income Sector Rotation ETF FISR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.18M	Buy	84,417 +15,719	+23%	+$406K	2.94%	4
2025 Q1	$1.78M	Buy	+68,698	New	+$1.78M	2.69%	6
2024 Q4	–	Sell	-9,309	Closed	-$248K	–	106
2024 Q3	$248K	Buy	+9,309	New	+$248K	0.42%	92