Venturi Wealth Management’s Evolution Petroleum EPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-782	Closed	-$4.09K	–	942
2024 Q4	$4.09K	Hold	782	–	–	﹤0.01%	1751
2024 Q3	$4.15K	Buy	+782	New	+$4.15K	﹤0.01%	1530