MAI Capital Management’s Flex FLEX Stock Holding History

MAI Capital Management’s Portfolio FLEX Stock Details FLEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$89.3K	Sell
2025 Q2	$94.5K	Buy
2025 Q1	$57.3K	Sell
2024 Q4	$68.8K	Buy
2019 Q1	–	Sell
2018 Q4	$126K	Buy