Mather Group’s Stem STEM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10	Closed	-$70	–	1587
2025 Q1	$70	Buy	+10	New	+$70	﹤0.01%	1766
2024 Q3	–	Sell	-50	Closed	-$2.19K	–	2146
2024 Q2	$2.19K	Buy	+50	New	+$2.19K	﹤0.01%	1863