Total Wealth Planning & 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	$1.45M	Buy	2,631 +8	+0.3%	+$4.41K	1.18%	15
2025 Q1	$1.23M	Sell	2,623 -15	-0.6%	-$7.03K	1.17%	14
2024 Q4	$1.35M	Buy	+2,638	New	+$1.35M	1.22%	15