Cornerstone Planning Group’s Hamilton Lane HLNE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.92K	Sell	44 -35	-44%	-$5.51K	﹤0.01%	646
2025 Q1	$11.4K	Buy	+79	New	+$11.4K	﹤0.01%	532
2023 Q3	–	Sell	-67	Closed	-$5.36K	–	1251
2023 Q2	$5.36K	Buy	+67	New	+$5.36K	﹤0.01%	873
2022 Q4	$4.81K	Buy	+67	New	+$4.81K	﹤0.01%	909