Hager Investment Management Services’s Carlyle Secured Lending CGBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.23M	Buy	236,263 +10,097	+4%	+$138K	1.93%	16
2025 Q1	$3.66M	Sell	226,166 -2,101	-0.9%	-$34K	2.56%	10
2024 Q4	$4.09M	Buy	+228,267	New	+$4.09M	2.56%	10