Curi Wealth Management’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-44,388	Closed	-$4.4M	–	14
2023 Q4	$4.4M	Buy	44,388 +2,015	+5%	+$200K	0.61%	43
2023 Q3	$4.21M	Hold	42,373	–	–	0.65%	45
2023 Q2	$4.21M	Buy	+42,373	New	+$4.21M	0.57%	45