O'Rourke & Company’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,138	Closed	-$210K	–	153
2024 Q3	$210K	Sell	2,138 -161	-7%	-$15.8K	0.11%	142
2024 Q2	$211K	Buy	2,299 +5	+0.2%	+$459	0.12%	140
2024 Q1	$217K	Buy	+2,294	New	+$217K	0.13%	136