Evergreen Capital 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
$1.08M Buy
21,635
+632
+3% +$31.5K 0.03% 351
2025
Q1
$695K Sell
21,003
-3,095
-13% -$102K 0.02% 401
2024
Q4
$925K Buy
24,098
+246
+1% +$9.44K 0.03% 350
2024
Q3
$797K Buy
23,852
+24
+0.1% +$802 0.03% 370
2024
Q2
$703K Sell
23,828
-85
-0.4% -$2.51K 0.03% 378
2024
Q1
$684K Sell
23,913
-7,701
-24% -$220K 0.03% 363
2023
Q4
$726K Buy
31,614
+47
+0.1% +$1.08K 0.03% 336
2023
Q3
$642K Sell
31,567
-265
-0.8% -$5.39K 0.03% 339
2023
Q2
$663K Buy
31,832
+1,308
+4% +$27.2K 0.03% 339
2023
Q1
$529K Sell
30,524
-61
-0.2% -$1.06K 0.02% 371
2022
Q4
$495K Buy
30,585
+24
+0.1% +$388 0.02% 370
2022
Q3
$384K Buy
30,561
+1,326
+5% +$16.7K 0.02% 392
2022
Q2
$319K Sell
29,235
-2,084
-7% -$22.7K 0.02% 410
2022
Q1
$438K Sell
31,319
-290
-0.9% -$4.06K 0.02% 402
2021
Q4
$437K Buy
31,609
+235
+0.7% +$3.25K 0.02% 394
2021
Q3
$418K Buy
31,374
+7,207
+30% +$96K 0.02% 378
2021
Q2
$325K Hold
24,167
0.02% 402
2021
Q1
$333K Hold
24,167
0.02% 379
2020
Q4
$327K Buy
+24,167
New +$327K 0.02% 329