Cahill Financial Advisors’s Simplify MBS ETF MTBA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-11,958	Closed	-$600K	–	279
2025 Q1	$600K	Sell	11,958 -1,691	-12%	-$84.8K	0.08%	149
2024 Q4	$678K	Sell	13,649 -646	-5%	-$32.1K	0.09%	139
2024 Q3	$736K	Buy	+14,295	New	+$736K	0.1%	130