Impact Capital Partners’s Moelis & Co MC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$739K	Sell	11,853 -404	-3%	-$25.2K	0.24%	91
2025 Q1	$715K	Buy	12,257 +1,160	+10%	+$67.7K	0.26%	94
2024 Q4	$820K	Buy	+11,097	New	+$820K	0.29%	82