Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-43,949
Closed -$8.66M 96
2024
Q1
$8.66M Buy
43,949
+14,868
+51% +$2.69M 0.7% 42
2023
Q4
$4.96M Buy
29,081
+618
+2% +$91.4K 0.4% 70
2023
Q3
$4.04M Sell
28,463
-1,624
-5% -$273K 0.32% 81
2023
Q2
$5.56M Buy
30,087
+16,577
+123% +$2.94M 0.48% 54
2023
Q1
$2.49M Sell
13,510
-14,350
-52% -$2.63M 0.23% 84
2022
Q4
$4.66M Buy
27,860
+360
+1% +$60K 0.36% 78
2022
Q3
$4.03M Hold
27,500
0.31% 81
2022
Q2
$3.71M Hold
27,500
0.26% 85
2022
Q1
$5.47M Hold
27,500
0.38% 73
2021
Q4
$5.95M Buy
27,500
+5,000
+22% +$1.09M 0.34% 69
2021
Q3
$5.17M Buy
+22,500
New +$4.74M 0.27% 86

Other funds holding ALIT