Simplicity Wealth’s Inspire 500 ETF PTL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,021	Closed	-$210K	–	679
2025 Q1	$210K	Buy	+1,021	New	+$210K	0.02%	518
2024 Q4	–	Sell	-1,053	Closed	-$225K	–	528
2024 Q3	$225K	Buy	+1,053	New	+$225K	0.02%	453