Venturi Wealth Management’s Flex FLEX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$588K	Hold	11,773	–	–	0.03%	295
2025 Q1	$389K	Hold	11,773	–	–	0.02%	375
2024 Q4	$452K	Buy	+11,773	New	+$452K	0.02%	355
2023 Q3	–	Sell	-58	Closed	-$1.22K	–	1342
2023 Q2	$1.22K	Buy	+58	New	+$1.22K	﹤0.01%	994