Forum Financial Management’s Maplebear CART Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$269K	Buy	5,951 +506	+9%	+$22.9K	﹤0.01%	729
2025 Q1	$217K	Buy	+5,445	New	+$217K	﹤0.01%	770
2024 Q4	–	Sell	-15,900	Closed	-$648K	–	939
2024 Q3	$648K	Hold	15,900	–	–	0.01%	260
2024 Q2	$511K	Buy	+15,900	New	+$511K	0.01%	296