Voloridge 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
2026 Q1	$30.1M	Sell	177,872 -48,733	-22%	-$9.05M	0.12%	245
2025 Q4	$49.2M	Buy	226,605 +39,477	+21%	+$8.55M	0.17%	149
2025 Q3	$43.4M	Buy	187,128 +146,693	+363%	+$39.1M	0.15%	167
2025 Q2	$12.7M	Buy	40,435 +39,194	+3,158%	+$11.6M	0.05%	473
2025 Q1	$372K	Buy	+1,241	New	+$391K	﹤0.01%	1110
2022 Q4	–	Sell	-5,859	Closed	-$1.24M	–	1561
2022 Q3	$1.24M	Buy	+5,859	New	+$1.39M	0.01%	1103
2022 Q1	–	Sell	-1,346	Closed	-$460K	–	1583
2021 Q4	$460K	Sell	1,346 -5,745	-81%	-$1.78M	﹤0.01%	1417
2021 Q3	$1.84M	Buy	7,091 +2,392	+51%	+$628K	0.01%	1085
2021 Q2	$1.21M	Sell	4,699 -3,368	-42%	-$817K	0.01%	1188
2021 Q1	$1.81M	Sell	8,067 -5,224	-39%	-$1.22M	0.01%	851
2020 Q4	$3.08M	Buy	+13,291	New	+$2.64M	0.03%	597
2020 Q3	–	Sell	-2,267	Closed	-$320K	–	1408
2020 Q2	$320K	Buy	2,267 +427	+23%	+$60.3K	﹤0.01%	1121
2020 Q1	$214K	Buy	1,840 +94	+5%	+$13.6K	0.01%	936
2019 Q4	$264K	Sell	1,746 -1,099	-39%	-$169K	0.01%	957
2019 Q3	$416K	Buy	+2,845	New	+$438K	0.01%	851