Evergreen 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
$359K Sell
6,484
-84
-1% -$4.65K 0.01% 720
2025
Q1
$272K Sell
6,568
-796
-11% -$33K 0.01% 808
2024
Q4
$325K Buy
7,364
+1,256
+21% +$55.5K 0.01% 691
2024
Q3
$213K Buy
+6,108
New +$213K 0.01% 903