3Chopt Investment Partners’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-300	Closed	-$65K	–	215
2022 Q4	$65K	Buy	+300	New	+$65K	0.04%	184