Atlas Financial Advisors’s Simplify Volatility Premium ETF SVOL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-22,807
Closed -$501K 52
2024
Q3
$501K Buy
22,807
+2,128
+10% +$46.7K 0.79% 21
2024
Q2
$464K Sell
20,679
-3,485
-14% -$78.3K 0.77% 20
2024
Q1
$548K Buy
+24,164
New +$548K 0.85% 14