Freedom Investment 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
$722K Sell
14,457
-3,787
-21% -$189K 0.06% 335
2025
Q1
$604K Buy
18,244
+1,286
+8% +$42.5K 0.05% 371
2024
Q4
$651K Sell
16,958
-3,961
-19% -$152K 0.05% 340
2024
Q3
$699K Buy
20,919
+1,046
+5% +$35K 0.06% 331
2024
Q2
$586K Sell
19,873
-7,493
-27% -$221K 0.05% 381
2024
Q1
$783K Sell
27,366
-13,146
-32% -$376K 0.06% 316
2023
Q4
$930K Sell
40,512
-6,704
-14% -$154K 0.08% 272
2023
Q3
$960K Sell
47,216
-6,663
-12% -$135K 0.12% 216
2023
Q2
$1.12M Buy
+53,879
New +$1.12M 0.13% 211
2023
Q1
Sell
-78,755
Closed -$1.27M 726
2022
Q4
$1.27M Sell
78,755
-20,669
-21% -$334K 0.14% 195
2022
Q3
$1.25M Buy
+99,424
New +$1.25M 0.14% 184
2021
Q4
Sell
-37,529
Closed -$500K 874
2021
Q3
$500K Buy
37,529
+8,473
+29% +$113K 0.04% 506
2021
Q2
$391K Sell
29,056
-6,314
-18% -$85K 0.03% 614
2021
Q1
$488K Buy
35,370
+7,065
+25% +$97.5K 0.04% 536
2020
Q4
$384K Buy
+28,305
New +$384K 0.04% 409
2016
Q3
Sell
-112,070
Closed -$997K 909
2016
Q2
$997K Sell
112,070
-610
-0.5% -$5.43K 0.07% 218
2016
Q1
$1.02M Buy
112,680
+89,727
+391% +$815K 0.07% 207
2015
Q4
$194K Buy
22,953
+16,055
+233% +$136K 0.01% 712
2015
Q3
$439K Sell
6,898
-14,976
-68% -$953K 0.04% 352
2015
Q2
$186K Sell
21,874
-1,147
-5% -$9.75K 0.02% 639
2015
Q1
$220K Buy
23,021
+1,928
+9% +$18.4K 0.02% 565
2014
Q4
$178K Sell
21,093
-269
-1% -$2.27K 0.02% 554
2014
Q3
$166K Sell
21,362
-430
-2% -$3.34K 0.03% 460
2014
Q2
$182K Buy
+21,792
New +$182K 0.03% 467