Impact Capital Partners’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$578K Sell
1,292
-14
-1% -$6.26K 0.19% 126
2025
Q1
$594K Buy
1,306
+91
+7% +$41.4K 0.22% 113
2024
Q4
$584K Buy
+1,215
New +$584K 0.21% 119