EverSource Wealth Advisors’s Patria Investments PAX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$14.5K	Buy	1,034 +833	+414%	+$11.7K	﹤0.01%	2544
2025 Q1	$2.27K	Buy	201 +47	+31%	+$531	﹤0.01%	2866
2024 Q4	$1.79K	Buy	+154	New	+$1.79K	﹤0.01%	2758