Elser Financial Planning’s Forian FORA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-558,617	Closed	-$1.15M	–	86
2024 Q4	$1.15M	Buy	+558,617	New	+$1.15M	0.07%	34
2024 Q3	–	Sell	-711,406	Closed	-$1.89M	–	86
2024 Q2	$1.89M	Buy	+711,406	New	+$1.89M	0.31%	26