Brown Financial Advisors’s Angel Oak Mortgage-Backed Securities ETF MBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.77M Sell
321,190
-8,497
-3% -$73.4K 1.08% 29
2025
Q1
$2.86M Sell
329,687
-14,710
-4% -$128K 1.18% 27
2024
Q4
$2.94M Buy
344,397
+36,227
+12% +$309K 1.18% 25
2024
Q3
$2.74M Buy
308,170
+3,013
+1% +$26.8K 1.13% 30
2024
Q2
$2.59M Buy
+305,157
New +$2.59M 1.16% 23