Global Financial Private Client’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4	Closed	-$1.2K	–	1069
2025 Q1	$1.2K	Buy	4 +3	+300%	+$899	﹤0.01%	1014
2024 Q4	$337	Buy	+1	New	+$337	﹤0.01%	1073