Ethos Financial Group’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	$7.63M	Sell	152,381 -2,571	-2%	-$129K	0.66%	43
2025 Q1	$7.77M	Sell	154,952 -25,765	-14%	-$1.29M	0.74%	39
2024 Q4	$8.98M	Buy	+180,717	New	+$8.98M	1.17%	24