Clearstead Advisors’s Oaktree Specialty Lending OCSL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$393K	Buy	28,747 +1,118	+4%	+$15.3K	0.01%	667
2025 Q1	$424K	Buy	27,629 +715	+3%	+$11K	0.01%	620
2024 Q4	$411K	Sell	26,914 -14,373	-35%	-$220K	0.01%	628
2024 Q3	$673K	Sell	41,287 -8,700	-17%	-$142K	0.01%	501
2024 Q2	$940K	Buy	+49,987	New	+$940K	0.02%	406