CFO4Life Group’s Bain Capital Specialty BCSF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$420K	Buy	33,895 +1,120	+3%	+$14.7K	0.06%	137
2025 Q4	$456K	Buy	32,775 +962	+3%	+$13.5K	0.07%	136
2025 Q3	$453K	Buy	31,813 +905	+3%	+$13.7K	0.07%	135
2025 Q2	$465K	Buy	30,908 +836	+3%	+$12.7K	0.07%	127
2025 Q1	$499K	Sell	30,072 -1,427	-5%	-$25.1K	0.08%	120
2024 Q4	$552K	Buy	31,499 +769	+3%	+$13K	0.1%	114
2024 Q3	$510K	Buy	30,730 +741	+2%	+$12.3K	0.09%	118
2024 Q2	$489K	Buy	29,989 +741	+3%	+$12.1K	0.09%	115
2024 Q1	$459K	Buy	29,248 +787	+3%	+$12.2K	0.08%	119
2023 Q4	$429K	Sell	28,461 -5,947	-17%	-$90.5K	0.08%	118
2023 Q3	$527K	Buy	34,408 +861	+3%	+$13K	0.12%	99
2023 Q2	$453K	Buy	33,547 +1,057	+3%	+$13.1K	0.1%	103
2023 Q1	$387K	Buy	32,490 +844	+3%	+$10.8K	0.09%	112
2022 Q4	$377K	Buy	31,646 +823	+3%	+$10.5K	0.08%	122
2022 Q3	$370K	Sell	30,823 -3,843	-11%	-$54.8K	0.1%	96
2022 Q2	$487K	Buy	34,666 +739	+2%	+$11K	0.12%	88
2022 Q1	$529K	Buy	33,927 +726	+2%	+$11.5K	0.11%	92
2021 Q4	$505K	Sell	33,201 -8,458	-20%	-$130K	0.1%	95
2021 Q3	$618K	Buy	41,659 +914	+2%	+$13.9K	0.14%	77
2021 Q2	$623K	Sell	40,745 -6,210	-13%	-$98K	0.14%	73
2021 Q1	$694K	Sell	46,955 -2,984	-6%	-$41.1K	0.17%	63
2020 Q4	$606K	Buy	49,939 +11,150	+29%	+$124K	0.17%	65
2020 Q3	$396K	Buy	38,789 +844	+2%	+$8.81K	0.13%	91
2020 Q2	$420K	Sell	37,945 -2,195	-5%	-$22.7K	0.16%	64
2020 Q1	$365K	Sell	40,140 -7,024	-15%	-$121K	0.2%	71
2019 Q4	$915K	Buy	47,164 +562	+1%	+$10.6K	0.39%	41
2019 Q3	$868K	Sell	46,602 -3,828	-8%	-$69K	0.39%	41
2019 Q2	$922K	Buy	+50,430	New	+$958K	0.42%	40