QFA
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Quantum Financial Advisors’s Flex FLEX Stock Holding History

Quantum Financial Advisors’s Portfolio FLEX Stock Details FLEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$274K Buy
+5,496
New +$274K 0.04% 143
2025
Q1 		– Sell
-5,654
Closed -$217K – 187
2024
Q4 		$217K Sell
5,654
-669
-11% -$25.7K 0.03% 169
2024
Q3 		$211K Buy
+6,323
New +$211K 0.03% 174