Forum Financial Management’s Carpenter Technology CRS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$402K	Buy	1,453 +2	+0.1%	+$553	0.01%	505
2025 Q1	$263K	Buy	1,451 +6	+0.4%	+$1.09K	﹤0.01%	661
2024 Q4	$245K	Hold	1,445	–	–	﹤0.01%	740
2024 Q3	$231K	Buy	+1,445	New	+$231K	﹤0.01%	651