Morton Brown Family Wealth’s Ares Capital ARCC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-60	Closed	-$1.31K	–	328
2024 Q4	$1.31K	Hold	60	–	–	﹤0.01%	246
2024 Q3	$1.26K	Buy	+60	New	+$1.26K	﹤0.01%	236
2024 Q1	–	Sell	-2,682	Closed	-$53.7K	–	223
2023 Q4	$53.7K	Buy	+2,682	New	+$53.7K	0.02%	97