Freedom Investment Management’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,806	Closed	-$608K	–	759
2022 Q4	$608K	Sell	2,806 -2,570	-48%	-$586K	0.07%	351
2022 Q3	$1.14M	Buy	5,376 +216	+4%	+$51.4K	0.13%	212
2022 Q2	$1.25M	Sell	5,160 -800	-13%	-$202K	0.13%	215
2022 Q1	$1.63M	Sell	5,960 -1,233	-17%	-$348K	0.15%	179
2021 Q4	$2.46M	Sell	7,193 -1,016	-12%	-$314K	0.18%	140
2021 Q3	$2.13M	Buy	8,209 +2,448	+42%	+$643K	0.16%	162
2021 Q2	$1.48M	Buy	5,761 +2,251	+64%	+$546K	0.11%	228
2021 Q1	$790K	Buy	3,510 +249	+8%	+$58.4K	0.06%	379
2020 Q4	$755K	Sell	3,261 -46	-1%	-$9.14K	0.08%	241
2020 Q3	$531K	Buy	3,307 +54	+2%	+$8.53K	0.06%	278
2020 Q2	$459K	Buy	3,253 +456	+16%	+$64.4K	0.05%	293
2020 Q1	$440K	Buy	2,797 +743	+36%	+$108K	0.04%	375
2019 Q4	$311K	Sell	2,054 -157	-7%	-$24.1K	0.03%	478
2019 Q3	$323K	Buy	2,211 +292	+15%	+$45K	0.03%	476
2019 Q2	$278K	Sell	1,919 -143	-7%	-$19.7K	0.02%	553
2019 Q1	$260K	Sell	2,062 -1,325	-39%	-$159K	0.02%	559
2018 Q4	$372K	Sell	3,387 -576	-15%	-$67.5K	0.03%	498
2018 Q3	$563K	Sell	3,963 -323	-8%	-$43.5K	0.04%	483
2018 Q2	$550K	Sell	4,286 -341	-7%	-$39K	0.03%	510
2018 Q1	$442K	Buy	4,627 +264	+6%	+$25.4K	0.02%	679
2017 Q4	$423K	Buy	+4,363	New	+$393K	0.02%	710