Forum Financial Management’s Gen Digital GEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$334K	Buy	11,345 +1,093	+11%	+$32.1K	0.01%	613
2025 Q1	$272K	Sell	10,252 -14	-0.1%	-$372	﹤0.01%	641
2024 Q4	$281K	Buy	+10,266	New	+$281K	﹤0.01%	655