TMD Wealth Management’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$47.5M	Buy	1,920,361 +81,886	+4%	+$2.03M	10.41%	3
2024 Q1	$46.2M	Sell	1,838,475 -94,328	-5%	-$2.37M	10.77%	3
2023 Q4	$49.6M	Buy	1,932,803 +12,697	+0.7%	+$326K	12.93%	2
2023 Q3	$48.8M	Buy	1,920,106 +448,339	+30%	+$11.4M	13.91%	2
2023 Q2	$36.8M	Buy	+1,471,767	New	+$36.8M	9.6%	5