Simplicity Solutions’s UDR UDR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,650	Closed	-$202K	–	1101
2023 Q3	$202K	Sell	5,650 -761	-12%	-$27.1K	0.01%	909
2023 Q2	$275K	Buy	6,411 +65	+1%	+$2.79K	0.01%	860
2023 Q1	$261K	Buy	+6,346	New	+$261K	0.01%	906