Belpointe Asset Management’s Capital Southwest CSWC Stock Holding History

Belpointe Asset Management’s Portfolio CSWC Stock Details CSWC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$522K	Buy
2023 Q2	–	Sell
2023 Q1	$27.3K	Sell
2022 Q4	$33.8K	Buy
2020 Q1	–	Sell
2019 Q4	$238K	Sell
2019 Q3	$383K	Buy