Aprio Wealth Management’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.84M	Buy	113,432 +961	+0.9%	+$15.6K	0.21%	71
2025 Q1	$1.91M	Buy	112,471 +867	+0.8%	+$14.7K	0.24%	67
2024 Q4	$1.87M	Buy	111,604 +56,916	+104%	+$955K	0.27%	62
2024 Q3	$953K	Buy	54,688 +39,073	+250%	+$681K	0.15%	83
2024 Q2	$272K	Buy	+15,615	New	+$272K	0.05%	183