Whalen Wealth Management’s Flex FLEX Stock Holding History

Whalen Wealth Management’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 Q3	$521K	Sell
2025 Q2	$517K	Sell
2025 Q1	$361K	Buy
2024 Q4	$256K	Buy
2024 Q1	–	Sell
2023 Q4	$414K	Buy