WealthPLAN Partners’s Simplify US Equity PLUS GBTC ETF SPBC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-40,795	Closed	-$1.02M	–	1040
2023 Q2	$1.02M	Sell	40,795 -20,691	-34%	-$517K	0.14%	135
2023 Q1	$1.4M	Sell	61,486 -34,653	-36%	-$790K	0.16%	125
2022 Q4	$2.16M	Buy	+96,139	New	+$2.16M	0.15%	115
2022 Q1	$1.2M	Buy	+50,296	New	+$1.2M	0.08%	158