Napa Wealth Management’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$453K	Sell	18,972 -866	-4%	-$20.7K	0.22%	109
2025 Q1	$506K	Sell	19,838 -2,483	-11%	-$63.4K	0.29%	102
2024 Q4	$560K	Buy	22,321 +6,248	+39%	+$157K	0.24%	120
2024 Q3	$407K	Buy	+16,073	New	+$407K	0.19%	113