Kingswood Wealth Advisors’s Liberty All-Star Equity Fund USA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$747K	Sell	109,692 -2,230	-2%	-$15.2K	0.06%	315
2025 Q1	$733K	Buy	111,922 +54,421	+95%	+$356K	0.07%	313
2024 Q4	$400K	Buy	+57,501	New	+$400K	0.03%	513