Evolutionary Tree Capital Management’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-21,884	Closed	-$1.82M	–	36
2022 Q4	$1.82M	Sell	21,884 -3,834	-15%	-$319K	1.75%	25
2022 Q3	$1.85M	Sell	25,718 -7,495	-23%	-$539K	1.78%	25
2022 Q2	$2.1M	Buy	+33,213	New	+$2.1M	2.28%	22