WealthTrak Capital Management’s Carlyle Group CG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$771	Sell	15 -20	-57%	-$1.03K	﹤0.01%	573
2025 Q1	$1.53K	Buy	35 +25	+250%	+$1.09K	﹤0.01%	432
2024 Q4	$505	Buy	+10	New	+$505	﹤0.01%	574