Callan Family Office’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$943K	Buy	3,005 +2,141	+248%	+$672K	0.03%	421
2025 Q1	$259K	Buy	864 +82	+10%	+$24.6K	0.02%	461
2024 Q4	$263K	Buy	+782	New	+$263K	0.02%	524