Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-12,924
Closed -$381K 354
2024
Q2
$381K Buy
+12,924
New +$387K 0.37% 92
2019
Q3
Sell
-274,345
Closed -$1.98M 1797
2019
Q2
$1.98M Buy
+274,345
New +$2.11M 0.04% 647
2018
Q3
Sell
-527,181
Closed -$5.62M 1757
2018
Q2
$5.62M Buy
+527,181
New +$5.92M 0.11% 211
2017
Q4
Sell
-142,307
Closed -$1.79M 1692
2017
Q3
$1.79M Buy
+142,307
New +$1.75M 0.03% 670
2016
Q4
Sell
-1,286,359
Closed -$13.2M 807
2016
Q3
$13.2M Buy
1,286,359
+288,637
+29% +$2.8M 0.41% 49
2016
Q2
$8.87M Sell
997,722
-577,637
-37% -$5.38M 0.29% 76
2016
Q1
$14.3M Sell
1,575,359
-70,808
-4% -$569K 0.41% 38
2015
Q4
$14M Sell
1,646,167
-314,150
-16% -$2.66M 0.33% 49
2015
Q3
$15.6M Buy
1,960,317
+155,685
+9% +$1.26M 0.49% 30
2015
Q2
$15.4M Buy
1,804,632
+843,495
+88% +$7.76M 0.42% 34
2015
Q1
$9.18M Buy
961,137
+138,482
+17% +$1.22M 0.23% 92
2014
Q4
$7.04M Buy
822,655
+319,936
+64% +$2.53M 0.15% 134
2014
Q3
$3.92M Sell
502,719
-658,572
-57% -$5.38M 0.09% 228
2014
Q2
$9.74M Sell
1,161,291
-250,951
-18% -$1.89M 0.32% 68
2014
Q1
$9.83M Buy
1,412,242
+19,983
+1% +$129K 0.29% 100
2013
Q4
$8.15M Buy
1,392,259
+349,410
+34% +$2.12M 0.2% 144
2013
Q3
$7.14M Sell
1,042,849
-7,718
-0.7% -$50.8K 0.16% 152
2013
Q2
$6.13M Buy
+1,050,567
New +$5.7M 0.17% 188

Other funds holding FLEX