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Forum Financial Management’s Broadridge BR Stock Holding History

Forum Financial Management’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$202K Buy
833
+1
+0.1% +$243 ﹤0.01% 901
2025
Q1 		$202K Buy
+832
New +$202K ﹤0.01% 817