Trivium Point Advisory’s Everest Group EG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-715	Closed	-$259K	–	340
2024 Q4	$259K	Sell	715 -73	-9%	-$26.5K	0.03%	301
2024 Q3	$292K	Buy	788 +18	+2%	+$6.67K	0.04%	285
2024 Q2	$293K	Buy	+770	New	+$293K	0.04%	251