Oak Family Advisors’s Alight ALIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-32,168	Closed	-$223K	–	87
2024 Q4	$223K	Sell	32,168 -50,754	-61%	-$351K	0.08%	100
2024 Q3	$614K	Buy	+82,922	New	+$614K	0.19%	80