Dynasty Wealth Management’s Flex FLEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Sell
24,214
-13,019
-35% -$650K 0.02% 123
2025
Q1
$1.23M Buy
37,233
+276
+0.7% +$9.13K 0.02% 131
2024
Q4
$1.42M Buy
36,957
+819
+2% +$31.4K 0.02% 119
2024
Q3
$1.21M Buy
36,138
+2,489
+7% +$83.2K 0.04% 121
2024
Q2
$992K Buy
33,649
+21,954
+188% +$647K 0.03% 135
2024
Q1
$335K Buy
+11,695
New +$335K 0.01% 217