Carmel Capital Partners’s Thomson Reuters TRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-20	Closed	-$2.45K	–	646
2023 Q3	$2.45K	Buy	20 +1	+5%	+$122	﹤0.01%	615
2023 Q2	$2.56K	Buy	19 +9	+90%	+$1.22K	﹤0.01%	352
2023 Q1	$1.3K	Buy	+10	New	+$1.3K	﹤0.01%	427