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Forum Financial Management’s EXL Service EXLS Stock Holding History

Forum Financial Management’s Portfolio EXLS Stock Details EXLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,417
Closed -$209K – 966
2025
Q1 		$209K Buy
+4,417
New +$209K ﹤0.01% 794