Trek Financial’s Simplify Tail Risk Strategy ETF CYA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-856
Closed -$343K 246
2022
Q2
$343K Sell
856
-2,201
-72% -$882K 0.04% 163
2022
Q1
$1.23M Buy
3,057
+2,512
+461% +$1.01M 0.11% 87
2021
Q4
$260K Buy
+545
New +$260K 0.02% 172