Clayton Financial Group’s Tortoise Global Water Fund TBLU Stock Holding History

Clayton Financial Group’s Portfolio TBLU Stock Details TBLU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$953K	Sell
2024 Q4	$961K	Hold
2024 Q3	$1.03M	Buy
2024 Q2	$893K	Buy
2024 Q1	$870K	Buy
2023 Q4	$709K	Buy