Canton Hathaway’s Carlyle Secured Lending CGBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,795
Closed -$158K 271
2025
Q1
$158K Buy
9,795
+7,155
+271% +$115K 0.03% 145
2024
Q4
$47K Buy
+2,640
New +$47K 0.01% 168