Aries Wealth Management’s Forge Global Holdings FRGE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,333	Closed	-$11.2K	–	220
2025 Q1	$11.2K	Hold	1,333	–	–	﹤0.01%	224
2024 Q4	$18.6K	Buy	+1,333	New	+$18.6K	0.01%	218