Venturi Wealth Management’s i3 Verticals IIIV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-233	Closed	-$5.37K	–	1188
2024 Q4	$5.37K	Hold	233	–	–	﹤0.01%	1634
2024 Q3	$4.97K	Buy	+233	New	+$4.97K	﹤0.01%	1408