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Forum Financial Management’s PTC PTC Stock Holding History

Forum Financial Management’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$442K Buy
2,563
+284
+12% +$48.9K 0.01% 464
2025
Q1 		$353K Buy
+2,279
New +$353K 0.01% 507