Stone House Investment Management’s Stem STEM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-24	Closed	-$2.03K	–	364
2023 Q3	$2.03K	Hold	24	–	–	﹤0.01%	260
2023 Q2	$2.74K	Buy	24 +5	+26%	+$571	﹤0.01%	243
2023 Q1	$2.15K	Buy	+19	New	+$2.15K	﹤0.01%	246