Carson Wealth (CWM LLC)’s OFS Credit Co OCCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-109	Closed	-$1K	–	5240
2025 Q1	$1K	Buy	109 +6	+6%	+$55	﹤0.01%	4950
2024 Q4	$1K	Buy	+103	New	+$1K	﹤0.01%	4758
2024 Q1	–	Sell	-774	Closed	-$5K	–	4607
2023 Q4	$5K	Buy	+774	New	+$5K	﹤0.01%	3528