Oregon Pacific Wealth Management’s Hartford AAA CLO ETF TRPA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Sell
7,069
-265
-4% -$10.3K 0.26% 102
2025
Q1
$285K Buy
7,334
+293
+4% +$11.4K 0.28% 93
2024
Q4
$274K Buy
+7,041
New +$274K 0.27% 100