Triasima Portfolio Management’s HEICO HEI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,370	Closed	-$546K	–	141
2023 Q3	$546K	Sell	3,370 -3,860	-53%	-$625K	0.05%	101
2023 Q2	$1.69M	Sell	7,230 -1,080	-13%	-$253K	0.11%	88
2023 Q1	$1.42M	Buy	+8,310	New	+$1.42M	0.12%	91