CX Institutional’s Stifel SF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-22,679	Closed	-$1.32M	–	575
2022 Q4	$1.32M	Buy	+22,679	New	+$1.32M	0.08%	244
2022 Q3	–	Sell	-14,043	Closed	-$787K	–	1018
2022 Q2	$787K	Buy	+14,043	New	+$787K	0.06%	262