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Napa Wealth Management’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History

Napa Wealth Management’s Portfolio CSHI Stock Details CSHI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.34M Sell
26,989
-127,782
-83% -$6.35M 0.64% 46
2025
Q1 		$7.68M Sell
154,771
-391,020
-72% -$19.4M 4.32% 2
2024
Q4 		$27.2M Sell
545,791
-372,724
-41% -$18.6M 11.75% 1
2024
Q3 		$45.7M Buy
+918,515
New +$45.7M 21.65% 1