Pathstone Family Office’s Flex FLEX Stock Holding History

Pathstone Family Office’s Portfolio FLEX Stock Details FLEX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$932K	Buy
2023 Q2	$817K	Sell
2023 Q1	$854K	Sell
2022 Q4	$1.33M	Sell
2022 Q3	$1.04M	Buy
2022 Q2	$445K	Sell
2022 Q1	$601K	Sell
2021 Q4	$594K	Sell
2021 Q3	$575K	Buy
2021 Q2	$536K	Buy