Lido Advisors’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	$735K	Buy	+52,234	New	+$735K	﹤0.01%	869
2025 Q1	–	Sell	-11,416	Closed	-$210K	–	1379
2024 Q4	$210K	Buy	11,416 +1,247	+12%	+$22.9K	﹤0.01%	1245
2024 Q3	$173K	Buy	+10,169	New	+$173K	﹤0.01%	1211