Synergy Asset Management’s Forge Global Holdings FRGE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7	Closed	-$140	–	338
2024 Q4	$140	Buy	+7	New	+$140	﹤0.01%	833