SlateStone Wealth’s Personalis PSNL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-8,000	Closed	-$202K	–	174
2021 Q2	$202K	Sell	8,000 -800	-9%	-$20.2K	0.05%	163
2021 Q1	$217K	Hold	8,800	–	–	0.05%	152
2020 Q4	$322K	Buy	+8,800	New	+$322K	0.08%	137