Forum Financial Management’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$200K	Hold	2,655	–	–	﹤0.01%	908
2025 Q1	$201K	Buy	+2,655	New	+$201K	﹤0.01%	822
2023 Q4	–	Sell	-3,668	Closed	-$276K	–	716
2023 Q3	$276K	Sell	3,668 -866	-19%	-$65K	0.01%	446
2023 Q2	$340K	Buy	+4,534	New	+$340K	0.01%	397