Patriot Financial Group Insurance Agency’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
2023 Q4	–	Sell	-6,697	Closed	-$640K	–	488
2023 Q3	$640K	Sell	6,697 -3,139	-32%	-$300K	0.13%	186
2023 Q2	$618K	Buy	9,836 +141	+1%	+$8.85K	0.12%	207
2023 Q1	$591K	Buy	9,695 +910	+10%	+$55.5K	0.12%	196
2022 Q4	$629K	Buy	+8,785	New	+$629K	0.08%	169