Evergreen Capital Management’s Chesapeake Utilities CPK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,135	Closed	-$276K	–	1153
2025 Q1	$276K	Buy	2,135 +407	+24%	+$52.5K	0.01%	799
2024 Q4	$211K	Buy	1,728 +17	+1%	+$2.07K	0.01%	961
2024 Q3	$214K	Buy	+1,711	New	+$214K	0.01%	900