Laird Norton Wetherby Wealth Management’s Flex FLEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$880K	Buy	15,180 +946	+7%	+$50.3K	0.04%	415
2025 Q2	$711K	Buy	+14,234	New	+$555K	0.03%	463
2024 Q4	$399K	Sell	10,398 -133	-1%	-$4.92K	0.02%	608
2024 Q3	$352K	Sell	10,531 -236	-2%	-$7.26K	0.02%	674
2024 Q2	$318K	Sell	10,767 -123	-1%	-$3.68K	0.02%	692
2024 Q1	$312K	Sell	10,890 -3,561	-25%	-$93.4K	0.01%	734
2023 Q4	$332K	Sell	14,451 -601	-4%	-$12K	0.02%	688
2023 Q3	$306K	Sell	15,052 -575	-4%	-$11.7K	0.02%	680
2023 Q2	$325K	Sell	15,627 -2,764	-15%	-$49.3K	0.02%	686
2023 Q1	$319K	Sell	18,391 -702	-4%	-$12.1K	0.02%	678
2022 Q4	$309K	Buy	19,093 +43	+0.2%	+$645	0.02%	674
2022 Q3	$239K	Buy	19,050 +837	+5%	+$10.7K	0.02%	739
2022 Q2	$199K	Buy	+18,213	New	+$226K	0.01%	818
2020 Q4	–	Sell	-13,437	Closed	-$113K	–	915
2020 Q3	$113K	Sell	13,437 -780	-5%	-$6.36K	0.01%	691
2020 Q2	$110K	Buy	+14,217	New	+$102K	0.01%	692
2020 Q1	–	Sell	-16,926	Closed	-$161K	–	709
2019 Q4	$161K	Sell	16,926 -247	-1%	-$2.13K	0.02%	679
2019 Q3	$135K	Sell	17,173 -659	-4%	-$5.07K	0.01%	684
2019 Q2	$129K	Sell	17,832 -57	-0.3%	-$438	0.01%	666
2019 Q1	$135K	Buy	17,889 +2,131	+14%	+$15.2K	0.02%	644
2018 Q4	$90K	Buy	+15,758	New	+$110K	0.01%	618