Fonville Wealth Management’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$203K	Buy	+646	New	+$203K	0.05%	123
2025 Q1	–	Sell	-646	Closed	-$218K	–	123
2024 Q4	$218K	Sell	646 -30	-4%	-$10.1K	0.07%	101
2024 Q3	$216K	Buy	+676	New	+$216K	0.07%	111