OneDigital Investment Advisors’s Flex FLEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$568K	Sell	11,373 -1,354	-11%	-$67.6K	0.01%	856
2025 Q1	$421K	Buy	12,727 +2,093	+20%	+$69.2K	0.01%	922
2024 Q4	$408K	Sell	10,634 -1,493	-12%	-$57.3K	﹤0.01%	974
2024 Q3	$405K	Sell	12,127 -1,658	-12%	-$55.4K	﹤0.01%	1018
2024 Q2	$407K	Buy	+13,785	New	+$407K	0.01%	982