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Winnow Wealth’s Flex FLEX Stock Holding History

Winnow Wealth’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-21,450
Closed -$710K – 365
2025
Q1 		$710K Buy
21,450
+4,333
+25% +$143K 0.65% 63
2024
Q4 		$651K Buy
+17,117
New +$651K 0.65% 55