WFA of San Diego’s Gladstone Capital GLAD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$41.8K	Buy	+1,550	New	+$41.8K	0.03%	219
2023 Q1	–	Sell	-750	Closed	-$14.4K	–	195
2022 Q4	$14.4K	Buy	+750	New	+$14.4K	0.01%	326