Triad Investment Management’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-14,379	Closed	-$903K	–	54
2023 Q2	$903K	Sell	14,379 -35	-0.2%	-$2.2K	1.26%	29
2023 Q1	$879K	Buy	14,414 +3,503	+32%	+$214K	1.28%	29
2022 Q4	$781K	Sell	10,911 -523	-5%	-$37.5K	1.22%	32
2022 Q3	$780K	Buy	+11,434	New	+$780K	1.35%	30