Legacy Capital Wealth Partners’s Morgan Stanley Direct Lending Fund MSDL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.33M	Sell	71,091 -3,735	-5%	-$69.9K	0.3%	66
2025 Q1	$1.49M	Buy	+74,826	New	+$1.49M	0.37%	47