Gladstone Institutional Advisory’s KKR & Co KKR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,511	Closed	-$815K	–	739
2024 Q4	$815K	Sell	5,511 -777	-12%	-$115K	0.04%	364
2024 Q3	$821K	Buy	+6,288	New	+$821K	0.04%	351