Forum Financial Management’s DT Midstream DTM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$410K	Sell	3,733 -219	-6%	-$24.1K	0.01%	495
2025 Q1	$381K	Buy	3,952 +561	+17%	+$54.1K	0.01%	472
2024 Q4	$337K	Buy	3,391 +165	+5%	+$16.4K	0.01%	544
2024 Q3	$254K	Buy	3,226 +4	+0.1%	+$315	﹤0.01%	599
2024 Q2	$229K	Buy	+3,222	New	+$229K	﹤0.01%	604