Napa Wealth Management’s VanEck BDC Income ETF BIZD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$694K	Sell	42,639 -26,964	-39%	-$439K	0.33%	70
2025 Q1	$1.17M	Sell	69,603 -8,440	-11%	-$141K	0.66%	44
2024 Q4	$1.3M	Buy	78,043 +20,920	+37%	+$348K	0.56%	42
2024 Q3	$946K	Buy	57,123 +17,349	+44%	+$287K	0.45%	65
2024 Q2	$681K	Buy	+39,774	New	+$681K	0.46%	47