Tortoise Investment Management’s TFS Financial TFSL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$11.8K	Buy	911 +11	+1%	+$142	﹤0.01%	580
2025 Q1	$11.2K	Buy	900 +500	+125%	+$6.2K	﹤0.01%	573
2024 Q4	$5.02K	Hold	400	–	–	﹤0.01%	685
2024 Q3	$5.14K	Buy	+400	New	+$5.14K	﹤0.01%	681