Forum Financial Management’s Marqeta MQ Stock Holding History

Forum Financial Management’s Portfolio MQ Stock Details MQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$54K	Buy
2025 Q2	$59.6K	Buy
2023 Q4	–	Sell
2023 Q3	$61.7K	Buy
2023 Q2	$48.8K	Sell
2023 Q1	$48.1K	Buy