Forum Financial Management’s Equifax EFX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$345K	Sell	1,332 -110	-8%	-$28.5K	0.01%	584
2025 Q1	$351K	Buy	1,442 +1	+0.1%	+$244	0.01%	509
2024 Q4	$367K	Buy	1,441 +760	+112%	+$194K	0.01%	510
2024 Q3	$200K	Buy	+681	New	+$200K	﹤0.01%	724