Naviter Wealth’s Capital Southwest CSWC Stock Holding History

Naviter Wealth’s Portfolio CSWC Stock Details CSWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.21M	Buy
2025 Q1	$1.88M	Sell
2024 Q4	$1.82M	Buy