Summit Trail Advisors’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-810	Closed	-$258K	–	622
2024 Q3	$258K	Buy	+810	New	+$258K	0.01%	592
2018 Q1	–	Sell	-153	Closed	-$15K	–	1196
2017 Q4	$15K	Buy	+153	New	+$15K	﹤0.01%	1120