Copia Wealth Management’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.2K Sell
1,033
-142
-12% -$2.78K 0.02% 239
2025
Q1
$21.9K Buy
1,175
+142
+14% +$2.65K 0.02% 216
2024
Q4
$18.3K Buy
+1,033
New +$18.3K 0.02% 222