Evernest Financial Advisors’s Flexible Solutions FSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-61,400	Closed	-$310K	–	173
2025 Q1	$310K	Buy	+61,400	New	+$310K	0.11%	126