May Hill Capital’s Arrow Electronics ARW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$260K	Sell	2,042 -932	-31%	-$119K	0.09%	154
2025 Q1	$309K	Sell	2,974 -2,563	-46%	-$266K	0.12%	121
2024 Q4	$626K	Buy	+5,537	New	+$626K	0.24%	65