Kapstone Financial Advisors’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,040
Closed -$407K 117
2024
Q3
$407K Hold
4,040
0.25% 64
2024
Q2
$407K Hold
4,040
0.27% 63
2024
Q1
$406K Sell
4,040
-820
-17% -$82.4K 0.28% 65
2023
Q4
$488K Buy
+4,860
New +$488K 0.38% 52