Global Financial Private Client’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	–	Sell	-6	Closed	-$892	–	813
2025 Q1	$892	Buy	6 +4	+200%	+$595	﹤0.01%	1097
2024 Q4	$296	Buy	+2	New	+$296	﹤0.01%	1129