Delap Wealth Advisory’s Hamilton Lane HLNE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-7,282	Closed	-$826K	–	263
2023 Q4	$826K	Buy	7,282 +3,346	+85%	+$380K	0.37%	35
2023 Q3	$356K	Buy	+3,936	New	+$356K	0.34%	35