Forum Financial Management’s Applied Industrial Technologies AIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$229K	Buy	984 +1	+0.1%	+$232	﹤0.01%	826
2025 Q1	$222K	Buy	983 +3	+0.3%	+$676	﹤0.01%	764
2024 Q4	$235K	Hold	980	–	–	﹤0.01%	763
2024 Q3	$219K	Buy	+980	New	+$219K	﹤0.01%	677