MSH Capital Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$283K	Buy	50,960 +6,000	+13%	+$35.9K	0.06%	229
2025 Q4	$282K	Buy	44,960 +690	+2%	+$4.3K	0.06%	228
2025 Q3	$281K	Hold	44,270	–	–	0.08%	207
2025 Q2	$301K	Buy	44,270 +1,500	+4%	+$9.76K	0.09%	191
2025 Q1	$280K	Buy	42,770 +500	+1%	+$3.45K	0.09%	193
2024 Q4	$294K	Buy	42,270 +770	+2%	+$5.53K	0.09%	188
2024 Q3	$295K	Hold	41,500	–	–	0.09%	195
2024 Q2	$282K	Hold	41,500	–	–	0.09%	191
2024 Q1	$297K	Hold	41,500	–	–	0.1%	176
2023 Q4	$265K	Sell	41,500 -1,015	-2%	-$6.17K	0.1%	177
2023 Q3	$252K	Sell	42,515 -1,000	-2%	-$6.35K	0.1%	182
2023 Q2	$282K	Hold	43,515	–	–	0.1%	180
2023 Q1	$270K	Hold	43,515	–	–	0.12%	168
2022 Q4	$248K	Buy	43,515 +3,500	+9%	+$20.9K	0.11%	175
2022 Q3	$221K	Hold	40,015	–	–	0.11%	174
2022 Q2	$251K	Hold	40,015	–	–	0.12%	163
2022 Q1	$323K	Hold	40,015	–	–	0.13%	151
2021 Q4	$335K	Buy	+40,015	New	+$338K	0.15%	139