LHM Inc’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	–	Sell	-151,300	Closed	-$7.59M	–	23
2025 Q1	$7.59M	Sell	151,300 -23,135	-13%	-$1.16M	2.51%	11
2024 Q4	$8.67M	Buy	174,435 +39,000	+29%	+$1.94M	2.76%	8
2024 Q3	$6.97M	Buy	+135,435	New	+$6.97M	2.19%	9