Forum Financial Management’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$231K	Buy	735 +46	+7%	+$14.4K	﹤0.01%	819
2025 Q1	$207K	Buy	689 +27	+4%	+$8.1K	﹤0.01%	802
2024 Q4	$223K	Buy	+662	New	+$223K	﹤0.01%	790