Summit Securities Group’s Hamilton Lane HLNE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$222K	Buy	+1,563	New	+$222K	0.04%	159
2025 Q1	–	Sell	-21	Closed	-$3.11K	–	775
2024 Q4	$3.11K	Buy	+21	New	+$3.11K	﹤0.01%	412