Toth Financial Advisory’s Carlyle Secured Lending CGBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-90	Closed	-$1.46K	–	735
2025 Q1	$1.46K	Hold	90	–	–	﹤0.01%	623
2024 Q4	$1.61K	Hold	90	–	–	﹤0.01%	605
2024 Q3	$1.53K	Hold	90	–	–	﹤0.01%	625
2024 Q2	$1.6K	Buy	+90	New	+$1.6K	﹤0.01%	633