Moisand Fitzgerald Tamayo’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.9K	Hold	250	–	–	﹤0.01%	330
2026 Q1	$11.5K	Hold	250	–	–	﹤0.01%	329
2025 Q4	$11.5K	Hold	250	–	–	﹤0.01%	330
2025 Q3	$11.4K	Hold	250	–	–	﹤0.01%	337
2025 Q2	$10.2K	Hold	250	–	–	﹤0.01%	345
2025 Q1	$9.46K	Hold	250	–	–	﹤0.01%	353
2024 Q4	$10.4K	Hold	250	–	–	﹤0.01%	340
2024 Q3	$10.4K	Hold	250	–	–	﹤0.01%	350
2024 Q2	$9.54K	Hold	250	–	–	﹤0.01%	315
2024 Q1	$9.82K	Hold	250	–	–	﹤0.01%	315
2023 Q4	$9.37K	Hold	250	–	–	﹤0.01%	342
2023 Q3	$8.25K	Hold	250	–	–	﹤0.01%	357
2023 Q2	$8.59K	Hold	250	–	–	﹤0.01%	336
2023 Q1	$8.23K	Hold	250	–	–	﹤0.01%	345
2022 Q4	$7.92K	Hold	250	–	–	﹤0.01%	344
2022 Q3	$7K	Hold	250	–	–	﹤0.01%	326
2022 Q2	$8K	Buy	+250	New	+$8.32K	﹤0.01%	286
2022 Q1	–	Sell	-250	Closed	-$10K	–	613
2021 Q4	$10K	Hold	250	–	–	﹤0.01%	255
2021 Q3	$9K	Hold	250	–	–	﹤0.01%	256
2021 Q2	$9K	Hold	250	–	–	﹤0.01%	274
2021 Q1	$9K	Hold	250	–	–	﹤0.01%	223
2020 Q4	$8K	Buy	+250	New	+$6.79K	﹤0.01%	232