EP
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Edgestream Partners’s Flex FLEX Stock Holding History

Edgestream Partners’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-103,815
Closed -$1.8M – 773
2023
Q1 		$1.8M Buy
103,815
+70,594
+212% +$1.22M 0.2% 169
2022
Q4 		$537K Buy
+33,221
New +$537K 0.06% 353