Napa Wealth Management’s Simplify High Yield ETF CDX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$512K	Sell	21,945 -1,235	-5%	-$28.8K	0.24%	93
2025 Q1	$532K	Sell	23,180 -2,827	-11%	-$64.9K	0.3%	90
2024 Q4	$567K	Buy	26,007 +7,783	+43%	+$170K	0.25%	114
2024 Q3	$433K	Buy	+18,224	New	+$433K	0.2%	103