Mindset Wealth Management’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	$1.61M	Buy	235,904 +162,794	+223%	+$1.11M	0.53%	14
2025 Q1	$479K	Buy	+73,110	New	+$479K	0.19%	70