ORG Wealth Partners’s Kayne Anderson Energy Infrastructure Fund KYN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.71M	Buy	136,031 +36,605	+37%	+$460K	0.41%	32
2025 Q1	$1.29M	Buy	99,426 +27,066	+37%	+$351K	0.4%	46
2024 Q4	$920K	Buy	72,360 +31,906	+79%	+$406K	0.28%	27
2024 Q3	$445K	Buy	+40,454	New	+$445K	0.15%	71