Kapstone Financial Advisors’s Invesco S&P 500 Equal Weight Utilities ETF RSPU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,072	Closed	-$205K	–	101
2023 Q3	$205K	Sell	4,072 -4,252	-51%	-$214K	0.18%	86
2023 Q2	$234K	Buy	8,324 +4,042	+94%	+$114K	0.19%	84
2023 Q1	$250K	Hold	4,282	–	–	0.23%	79
2022 Q4	$249K	Buy	+4,282	New	+$249K	0.23%	81