Laird Norton Wetherby Wealth Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$546K	Buy	12,086 +1,256	+12%	+$54.9K	0.02%	554
2025 Q2	$458K	Buy	+10,830	New	+$433K	0.02%	591
2024 Q4	$437K	Hold	10,830	–	–	0.02%	579
2024 Q3	$440K	Hold	10,830	–	–	0.02%	608
2024 Q2	$411K	Sell	10,830 -1,575	-13%	-$59.4K	0.02%	600
2024 Q1	$477K	Sell	12,405 -265	-2%	-$9.62K	0.02%	570
2023 Q4	$446K	Hold	12,670	–	–	0.02%	586
2023 Q3	$403K	Buy	12,670 +265	+2%	+$8.75K	0.02%	594
2023 Q2	$406K	Sell	12,405 -1,910	-13%	-$60.3K	0.02%	613
2023 Q1	$449K	Buy	14,315 +1,500	+12%	+$47.5K	0.03%	576
2022 Q4	$398K	Hold	12,815	–	–	0.03%	591
2022 Q3	$356K	Hold	12,815	–	–	0.03%	597
2022 Q2	$380K	Hold	12,815	–	–	0.03%	598
2022 Q1	$438K	Hold	12,815	–	–	0.03%	565
2021 Q4	$440K	Hold	12,815	–	–	0.02%	571
2021 Q3	$406K	Sell	12,815 -1,255	-9%	-$40.6K	0.03%	580
2021 Q2	$451K	Buy	+14,070	New	+$448K	0.03%	556
2021 Q1	–	Sell	-14,070	Closed	-$375K	–	872
2020 Q4	$375K	Buy	+14,070	New	+$350K	0.03%	565