Defined Financial Planning’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-30,581	Closed	-$635K	–	73
2025 Q1	$635K	Sell	30,581 -241	-0.8%	-$5K	0.64%	28
2024 Q4	$570K	Buy	+30,822	New	+$570K	0.61%	29