Lynx Investment Advisory’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.02M	Buy	12,504 +81	+0.7%	+$6.62K	0.67%	38
2025 Q1	$980K	Buy	12,423 +1,775	+17%	+$140K	0.65%	38
2024 Q4	$806K	Buy	10,648 +462	+5%	+$35K	0.55%	43
2024 Q3	$823K	Buy	10,186 +3,321	+48%	+$268K	0.59%	39
2024 Q2	$468K	Buy	+6,865	New	+$468K	0.35%	58