ThornTree Capital Partners’s Bright Horizons BFAM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-125,841	Closed	-$10.3M	–	21
2023 Q3	$10.3M	Sell	125,841 -25,959	-17%	-$2.11M	2.68%	17
2023 Q2	$14M	Buy	151,800 +39,039	+35%	+$3.61M	3.34%	16
2023 Q1	$8.68M	Buy	112,761 +26,830	+31%	+$2.07M	2.16%	18
2022 Q4	$5.42M	Buy	+85,931	New	+$5.42M	1.78%	17