Capstone Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-7,663	Closed	-$680K	–	157
2023 Q3	$680K	Buy	7,663 +4,228	+123%	+$375K	0.05%	61
2023 Q2	$354K	Buy	+3,435	New	+$354K	0.03%	93