Cornerstone Planning Group’s FlexShares US Quality Large Cap Index Fund QLC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$35.5K	Buy	491 +1	+0.2%	+$72	0.01%	295
2025 Q1	$30K	Buy	490 +197	+67%	+$12.1K	0.01%	322
2024 Q4	$19.9K	Buy	293 +1	+0.3%	+$68	﹤0.01%	311
2024 Q3	$19.2K	Buy	292 +1	+0.3%	+$66	0.01%	303
2024 Q2	$17.1K	Buy	+291	New	+$17.1K	﹤0.01%	341