Optivise Advisory Services’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.05M	Buy	76,564 +15,332	+25%	+$410K	1.05%	21
2025 Q1	$1.81M	Buy	61,232 +21,191	+53%	+$627K	1.02%	16
2024 Q4	$1.12M	Sell	40,041 -657	-2%	-$18.3K	0.6%	43
2024 Q3	$1.06M	Buy	40,698 +10,348	+34%	+$269K	0.56%	46
2024 Q2	$817K	Buy	+30,350	New	+$817K	0.44%	60