Level Four Advisory Services’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.19M	Buy	3,798 +17	+0.4%	+$5.34K	0.04%	350
2025 Q1	$1.13M	Buy	3,781 +76	+2%	+$22.8K	0.05%	322
2024 Q4	$1.25M	Buy	3,705 +588	+19%	+$198K	0.05%	301
2024 Q3	$1.02M	Buy	3,117 +567	+22%	+$186K	0.04%	347
2024 Q2	$754K	Buy	+2,550	New	+$754K	0.03%	401