Callan Family Office’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$737K	Buy	4,055 +140	+4%	+$25.4K	0.02%	469
2025 Q1	$678K	Buy	3,915 +655	+20%	+$113K	0.05%	271
2024 Q4	$571K	Buy	+3,260	New	+$571K	0.04%	342
2024 Q1	–	Sell	-3,306	Closed	-$522K	–	105
2023 Q4	$522K	Buy	+3,306	New	+$522K	0.13%	55