Gladstone Institutional Advisory’s FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$220K Buy
2025
Q1
Sell
2024
Q4
$310K Sell
2024
Q3
$339K Buy
2024
Q2
$314K Sell
2024
Q1
$328K Buy
2023
Q4
$294K Sell
2023
Q3
$305K Sell
2023
Q2
$547K Buy
2023
Q1
$534K Buy
2022
Q4
$479K Sell
2022
Q3
$971K Buy
2022
Q2
$992K Buy
2022
Q1
$1.13M Buy
2021
Q4
$1.18M Buy
2021
Q3
$970K Buy