Carson Wealth (CWM LLC)’s Simplify MBS ETF MTBA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6K	Hold	114	–	–	﹤0.01%	4543
2025 Q1	$6K	Sell	114 -146	-56%	-$7.68K	﹤0.01%	4375
2024 Q4	$13K	Sell	260 -478	-65%	-$23.9K	﹤0.01%	3714
2024 Q3	$38K	Buy	+738	New	+$38K	﹤0.01%	2905