SimpliFi Inc’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-251,076	Closed	-$6.91M	–	40
2023 Q4	$6.91M	Hold	251,076	–	–	3.41%	11
2023 Q3	$6.91M	Buy	251,076 +11,067	+5%	+$305K	3.41%	11
2023 Q2	$6.79M	Buy	+240,009	New	+$6.79M	3.21%	12