PFO
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Pathstone Family Office’s Stem STEM Stock Holding History

Pathstone Family Office’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,415
Closed -$277K – 1463
2022
Q4 		$277K Buy
+1,415
New +$277K ﹤0.01% 1273