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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$200K	Hold
2025 Q1	$201K	Buy
2023 Q4	–	Sell
2023 Q3	$276K	Sell
2023 Q2	$340K	Buy