Kovitz Investment Group Partners’s Monroe Capital Corp MRCC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$520K	Buy	81,785 +201	+0.2%	+$1.28K	﹤0.01%	954
2025 Q1	$636K	Sell	81,584 -50,209	-38%	-$392K	﹤0.01%	850
2024 Q4	$1.12M	Sell	131,793 -55,605	-30%	-$473K	0.01%	693
2024 Q3	$1.51K	Buy	+187,398	New	+$1.51K	﹤0.01%	1037