AllGen Financial Advisors’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-14,414	Closed	-$711K	–	47
2025 Q1	$711K	Buy	14,414 +9,025	+167%	+$445K	0.21%	31
2024 Q4	$268K	Buy	5,389 +724	+16%	+$36K	0.09%	35
2024 Q3	$235K	Buy	+4,665	New	+$235K	0.08%	37