PFO
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Pathstone Family Office’s ORIX IX Stock Holding History

Pathstone Family Office’s Portfolio IX Stock Details IX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-24,225
Closed -$390K – 1355
2022
Q4 		$390K Buy
24,225
+790
+3% +$12.7K ﹤0.01% 1195
2022
Q3 		$332K Buy
+23,435
New +$332K ﹤0.01% 1191