Everence Capital Management’s Interactive Brokers IBKR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.41M	Hold	25,520	–	–	0.09%	185
2025 Q1	$1.06M	Buy	+25,520	New	+$1.06M	0.07%	220
2018 Q1	–	Sell	-19,920	Closed	-$295K	–	430
2017 Q4	$295K	Hold	19,920	–	–	0.06%	305
2017 Q3	$224K	Buy	+19,920	New	+$224K	0.05%	335