Kovitz Investment Group Partners’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	$15.4M	Sell	870,936 -938,403	-52%	-$16.6M	0.07%	238
2025 Q1	$37.7M	Buy	1,809,339 +594,078	+49%	+$12.4M	0.19%	110
2024 Q4	$22.5M	Sell	1,215,261 -201,677	-14%	-$3.73M	0.11%	160
2024 Q3	$27.8M	Buy	+1,416,938	New	+$27.8M	0.2%	98