13F

Position

ForthRight Wealth Management, LLC in Microsoft Corp

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark −$254K$483.68$370.22

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.27K$1.1M0.3%
Q1 20262.24K$828.9K$370.22−$254K−$16K0.2%