B. Riley Wealth Advisors’s Flex FLEX Stock Holding History

B. Riley Wealth Advisors’s Portfolio FLEX Stock Details FLEX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$224K	Buy
2024 Q2	–	Sell
2024 Q1	$251K	Sell
2023 Q4	$269K	Sell
2023 Q3	$251K	Buy
2015 Q1	–	Sell
2014 Q4	$23	Buy
2014 Q3	–	Sell
2014 Q2	$46K	Buy