Triumph Capital Management’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
$682K Buy
49,845
+8,214
+20% +$112K 0.2% 123
2025
Q1
$674K Buy
41,631
+2,038
+5% +$33K 0.22% 115
2024
Q4
$710K Buy
39,593
+3,705
+10% +$66.4K 0.24% 105
2024
Q3
$626K Buy
35,888
+8,256
+30% +$144K 0.22% 117
2024
Q2
$503K Buy
+27,632
New +$503K 0.2% 122