Parcion Private Wealth’s Flex FLEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$695K	Buy	13,913 +576	+4%	+$28.8K	0.05%	148
2025 Q1	$441K	Buy	13,337 +12	+0.1%	+$397	0.04%	173
2024 Q4	$512K	Sell	13,325 -190	-1%	-$7.29K	0.04%	158
2024 Q3	$452K	Buy	+13,515	New	+$452K	0.04%	163