Forum Financial Management’s FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund TLTD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$362K	Hold
2025 Q2	$340K	Hold
2025 Q1	$305K	Hold
2024 Q4	$281K	Hold
2024 Q3	$306K	Hold
2024 Q2	$285K	Hold
2024 Q1	$292K	Hold
2023 Q4	$279K	Hold
2023 Q3	$255K	Hold
2023 Q2	$265K	Buy