Forum Financial Management’s C3.ai AI Stock Holding History

Forum Financial Management’s Portfolio AI Stock Details AI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$399K	Buy
2025 Q2	$362K	Buy
2025 Q1	$235K	Sell
2024 Q4	$394K	Sell
2024 Q3	$351K	Buy
2024 Q2	$373K	Buy
2024 Q1	$334K	Sell
2023 Q4	$632K	Buy
2023 Q3	$531K	Buy
2023 Q2	$686K	Buy