GJIA

Glass Jacobson Investment Advisors’s Capital Southwest CSWC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-7,126	Closed	-$186K	–	773
2024 Q2	$186K	Buy	7,126 +151	+2%	+$3.94K	0.07%	217
2024 Q1	$174K	Buy	+6,975	New	+$174K	0.07%	224