Angeles Wealth Management’s Polaris PII Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$961K	Sell	23,650 -22,029	-48%	-$895K	0.07%	110
2025 Q1	$1.87M	Buy	45,679 +22,804	+100%	+$934K	0.16%	55
2024 Q4	$1.32M	Buy	+22,875	New	+$1.32M	0.11%	69