Safeguard Financial’s Everbridge, Inc. Common Stock EVBG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,000	Closed	-$107K	–	588
2023 Q2	$107K	Sell	4,000 -17,000	-81%	-$455K	0.05%	96
2023 Q1	$728K	Sell	21,000 -4,000	-16%	-$139K	0.44%	37
2022 Q4	$740K	Hold	25,000	–	–	0.53%	31
2022 Q3	$772K	Buy	+25,000	New	+$772K	0.71%	24