Moran Wealth Management’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
2023 Q2	–	Sell	-135,938	Closed	-$2.77M	–	384
2023 Q1	$2.77M	Sell	135,938 -40,667	-23%	-$830K	0.1%	196
2022 Q4	$3.75M	Buy	+176,605	New	+$3.75M	0.14%	177