Burling Wealth Partners’s Ares Capital ARCC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$226K	Sell	10,287 -738	-7%	-$16.2K	0.04%	167
2025 Q1	$244K	Sell	11,025 -1,000	-8%	-$22.2K	0.05%	149
2024 Q4	$263K	Buy	+12,025	New	+$263K	0.05%	148