Napa Wealth Management’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$477K Sell
9,021
-2,068
-19% -$109K 0.23% 99
2025
Q1
$537K Sell
11,089
-700
-6% -$33.9K 0.3% 87
2024
Q4
$617K Buy
+11,789
New +$617K 0.27% 105