Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Forum Real Estate Income Fund | 363,814.31 | reported | 30 Jun 2025 | tx 4+314,741.37−154,958.68 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 30 Jun 2025 | PURCHASE | Forum Real Estate Income Fund | 51,440.33 | 9.72 USD | |
| 17 Mar 2025 | PURCHASE | Forum Real Estate Income Fund | 154,958.68 | 9.68 USD | first after silence |
| 05 Dec 2024 | SALE | Forum Real Estate Income Fund | 154,958.68 | 9.68 USD | |
| 28 Oct 2022 | PURCHASE | Forum Real Estate Income Fund | 108,342.36 | 9.23 USD |
1 purchase reported after at least 12 months of silence — most recent on 17 Mar 2025.