Bayforest Capital’s Morningstar MORN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$269K Buy
858
+3
+0.4% +$942 0.12% 320
2025
Q1
$256K Buy
855
+140
+20% +$42K 0.11% 338
2024
Q4
$241K Buy
+715
New +$241K 0.3% 87