Foundations Investment Advisors’s Simplify Hedged Equity ETF HEQT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,944	Closed	-$201K	–	858
2024 Q3	$201K	Sell	6,944 -4,793	-41%	-$138K	﹤0.01%	779
2024 Q2	$325K	Sell	11,737 -4,371	-27%	-$121K	0.01%	589
2024 Q1	$427K	Buy	+16,108	New	+$427K	0.01%	505