Refined Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.8M Buy
24,987
+405
+2% +$223K 9.47% 4
2025
Q1
$11.5M Buy
+24,582
New +$11.5M 9.43% 3