Painted Porch Advisors’s Main Sector Rotation ETF SECT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,321	Closed	-$67.5K	–	529
2025 Q1	$67.5K	Buy	+1,321	New	+$67.5K	0.03%	131