Mesirow Financial Investment Management’s AlTi Global ALTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-35,666	Closed	-$254K	–	527
2023 Q4	$254K	Hold	35,666	–	–	0.01%	473
2023 Q3	$248K	Buy	35,666 +15,642	+78%	+$109K	1.08%	59
2023 Q2	$153K	Buy	+20,024	New	+$153K	0.65%	79