Castleview Partners’s TFS Financial TFSL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-270	Closed	-$3.4K	–	764
2023 Q2	$3.4K	Buy	270 +5	+2%	+$63	﹤0.01%	545
2023 Q1	$3.34K	Buy	265 +6	+2%	+$76	﹤0.01%	535
2022 Q4	$3.73K	Buy	+259	New	+$3.73K	﹤0.01%	465