Forum Financial Management, LP
Holdings in PCT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,073,750 | 125,000 | Principal | Sole | 2026-01-27 |
| 2025-09-30 | $1,643,750 | 125,000 | Principal | Sole | 2025-10-24 |
| 2025-06-30 | $1,712,500 | 125,000 | Principal | Sole | 2025-07-30 |
| 2025-03-31 | $519,000 | 75,000 | Principal | Sole | 2025-05-02 |
| 2024-12-31 | $307,500 | 30,000 | Principal | Sole | 2025-02-20 |
| 2024-09-30 | $2,850,000 | 300,000 | Principal | Sole | 2024-10-29 |
| 2024-06-30 | $1,776,000 | 300,000 | Principal | Sole | 2024-07-30 |
| 2024-03-31 | $1,866,000 | 300,000 | Principal | Sole | 2024-05-09 |
| 2023-12-31 | $1,093,500 | 270,000 | Principal | Sole | 2024-02-07 |
| 2023-09-30 | $561,000 | 100,000 | Principal | Sole | 2023-11-06 |
| 2023-03-31 | $70,000 | 10,000 | Principal | Sole | 2023-04-19 |