Samalin Investment Counsel’s Flex FLEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$790K Sell
15,823
-250
-2% -$12.5K 0.3% 92
2025
Q1
$532K Sell
16,073
-5,982
-27% -$198K 0.22% 147
2024
Q4
$847K Buy
22,055
+3,801
+21% +$146K 0.36% 78
2024
Q3
$610K Buy
18,254
+189
+1% +$6.32K 0.27% 115
2024
Q2
$533K Buy
18,065
+284
+2% +$8.38K 0.25% 130
2024
Q1
$509K Buy
+17,781
New +$509K 0.24% 133