Zimmermann Investment Management & Planning’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-38,922	Closed	-$1.96M	–	61
2024 Q3	$1.96M	Sell	38,922 -110,437	-74%	-$5.55M	0.6%	45
2024 Q2	$7.08M	Buy	149,359 +38,889	+35%	+$1.84M	2.37%	9
2024 Q1	$5.24M	Buy	+110,470	New	+$5.24M	1.89%	16