Oxford Financial Group’s Blue Owl Capital OBDC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$294K	Hold	20,487	–	–	0.02%	174
2025 Q1	$300K	Buy	+20,487	New	+$300K	0.02%	175
2024 Q3	–	Sell	-151,530	Closed	-$2.33M	–	321
2024 Q2	$2.33M	Buy	+151,530	New	+$2.33M	0.15%	53