Cornerstone Planning Group’s Patria Investments PAX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-208	Closed	-$2.5K	–	1649
2024 Q4	$2.5K	Hold	208	–	–	﹤0.01%	731
2024 Q3	$2.44K	Sell	208 -134	-39%	-$1.58K	﹤0.01%	721
2024 Q2	$3.94K	Buy	342 +265	+344%	+$3.05K	﹤0.01%	625
2024 Q1	$983	Buy	+77	New	+$983	﹤0.01%	786