OAJ

Ogorek Anthony Joseph’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$330K	Buy	1,816 +2	+0.1%	+$363	0.1%	55
2025 Q1	$314K	Buy	1,814 +99	+6%	+$17.1K	0.1%	59
2024 Q4	$300K	Buy	1,715 +1,562	+1,021%	+$273K	0.1%	54
2024 Q3	$27K	Hold	153	–	–	0.01%	156
2024 Q2	$25K	Buy	153 +1	+0.7%	+$163	0.01%	151
2024 Q1	$25K	Hold	152	–	–	0.01%	152
2023 Q4	$23K	Hold	152	–	–	0.01%	161
2023 Q3	$21K	Hold	152	–	–	0.01%	166
2023 Q2	$22K	Hold	152	–	–	0.01%	155
2023 Q1	$21K	Hold	152	–	–	0.01%	152
2022 Q4	$21K	Hold	152	–	–	0.01%	117
2022 Q3	$19K	Hold	152	–	–	0.01%	114
2022 Q2	$20K	Hold	152	–	–	0.01%	116
2022 Q1	$23K	Hold	152	–	–	0.01%	131
2021 Q4	$24K	Hold	152	–	–	0.01%	120
2021 Q3	$22K	Hold	152	–	–	0.01%	126
2021 Q2	$22K	Hold	152	–	–	0.01%	120
2021 Q1	$21K	Hold	152	–	–	0.01%	110
2020 Q4	$19K	Hold	152	–	–	0.01%	108
2020 Q3	$0	Hold	152	–	–	﹤0.01%	204
2020 Q2	$15K	Sell	152 -60	-28%	-$5.92K	0.01%	96
2020 Q1	$17K	Hold	212	–	–	0.01%	83
2019 Q4	$24K	Hold	212	–	–	0.01%	76
2019 Q3	$22K	Hold	212	–	–	0.01%	63
2019 Q2	$22K	Hold	212	–	–	0.01%	64
2019 Q1	$22K	Hold	212	–	–	0.01%	59
2018 Q4	$19K	Hold	212	–	–	0.02%	58
2018 Q3	$22K	Hold	212	–	–	0.02%	55
2018 Q2	$21K	Buy	212 +152	+253%	+$15.1K	0.02%	48
2018 Q1	$5K	Hold	60	–	–	﹤0.01%	105
2017 Q4	$6K	Hold	60	–	–	﹤0.01%	96
2017 Q3	$5K	Hold	60	–	–	﹤0.01%	51
2017 Q2	$5K	Hold	60	–	–	﹤0.01%	47
2017 Q1	$5K	Hold	60	–	–	0.01%	49
2016 Q4	$5K	Hold	60	–	–	﹤0.01%	59
2016 Q3	$5K	Hold	60	–	–	﹤0.01%	59
2016 Q2	$4K	Hold	60	–	–	﹤0.01%	64
2016 Q1	$5K	Hold	60	–	–	﹤0.01%	54
2015 Q4	$5K	Buy	+60	New	+$5K	﹤0.01%	58