Forum Financial Management’s Carlyle Group CG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$413K	Buy	8,026 +642	+9%	+$33K	0.01%	487
2025 Q1	$322K	Buy	7,384 +844	+13%	+$36.8K	0.01%	561
2024 Q4	$330K	Buy	+6,540	New	+$330K	0.01%	559