Evergreen Capital Management’s Stem STEM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-8,720	Closed	-$4.17M	–	650
2021 Q3	$4.17M	Sell	8,720 -2,294	-21%	-$1.1M	0.19%	131
2021 Q2	$7.93M	Buy	11,014 +1,014	+10%	+$730K	0.38%	70
2021 Q1	$200K	Buy	+10,000	New	+$200K	0.01%	479