GK 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	$214K	Buy	681 +3	+0.4%	+$941	0.19%	130
2025 Q1	$203K	Buy	678 +5	+0.7%	+$1.5K	0.23%	124
2024 Q4	$227K	Buy	+673	New	+$227K	0.29%	109