Atria Investments’s Flex FLEX Stock Holding History

Atria Investments’s Portfolio FLEX Stock Details FLEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.34M	Buy
2025 Q2	$3.64M	Sell
2025 Q1	$2.72M	Buy
2024 Q4	$2.95M	Sell
2024 Q3	$2.8M	Sell
2024 Q2	$2.57M	Buy
2024 Q1	$2.4M	Buy
2020 Q1	–	Sell
2019 Q4	$134K	Buy