True Link Financial Advisors’s Flex FLEX Stock Holding History

True Link Financial Advisors’s Portfolio FLEX Stock Details FLEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$637K	Hold
2025 Q1	$422K	Hold
2024 Q4	$490K	Hold
2024 Q3	$427K	Sell
2024 Q2	$381K	Hold
2024 Q1	$369K	Buy
2021 Q2	–	Sell
2021 Q1	$687K	Hold
2020 Q4	$674K	Buy