Cape Investment Advisory’s Capital Southwest CSWC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,328	Closed	-$31.5K	–	969
2023 Q4	$31.5K	Buy	+1,328	New	+$31.5K	0.02%	441
2023 Q2	–	Sell	-400	Closed	-$7.11K	–	927
2023 Q1	$7.11K	Buy	+400	New	+$7.11K	﹤0.01%	605