Caitlin John’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2	Closed	-$674	–	534
2024 Q4	$674	Hold	2	–	–	﹤0.01%	746
2024 Q3	$692	Sell	2 -4,329	-100%	-$1.5M	﹤0.01%	749
2024 Q2	$1.28M	Buy	+4,331	New	+$1.28M	0.92%	27