Baldwin Wealth Partners’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$770K	Sell	28,812 -2,119	-7%	-$56.7K	0.05%	116
2025 Q1	$822K	Sell	30,931 -10,616	-26%	-$282K	0.06%	110
2024 Q4	$1.12M	Sell	41,547 -65,999	-61%	-$1.78M	0.08%	101
2024 Q3	$2.89M	Buy	+107,546	New	+$2.89M	0.2%	81