Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-73,793
Closed -$4.81M 22
2025
Q3
$4.81M Hold
73,793
2.43% 7
2025
Q2
$8.35M Hold
73,793
3.97% 7
2025
Q1
$8.75M Buy
73,793
+1,250
+2% +$164K 4.56% 7
2024
Q4
$10M Hold
72,543
5.11% 7
2024
Q3
$10.7M Buy
72,543
+4,675
+7% +$671K 5.46% 6
2024
Q2
$10M Buy
67,868
+4,250
+7% +$707K 5.12% 6
2024
Q1
$12.5M Buy
63,618
+3,499
+6% +$634K 8.06% 5
2023
Q4
$10.3M Hold
60,119
7.28% 6
2023
Q3
$8.52M Buy
60,119
+948
+2% +$159K 7.42% 6
2023
Q2
$10.9M Buy
59,171
+1,000
+2% +$177K 7.73% 4
2023
Q1
$10.7M Sell
58,171
-9,408
-14% -$1.73M 6.5% 6
2022
Q4
$11.3M Sell
67,579
-14,056
-17% -$2.34M 6.81% 5
2022
Q3
$12M Buy
81,635
+1,584
+2% +$245K 6.34% 5
2022
Q2
$10.8M Buy
80,051
+29,798
+59% +$4.88M 4.01% 7
2022
Q1
$10M Buy
+50,253
New +$9.89M 2.73% 8

Other funds holding ALIT