Forum Financial Management’s Compass COMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$145K	Hold
2025 Q2	$113K	Buy
2023 Q4	–	Sell
2023 Q3	$41.8K	Hold
2023 Q2	$50.4K	Hold
2023 Q1	$46.5K	Hold
2022 Q4	$33.6K	Hold
2022 Q3	$33K	Buy