Calton & Associates’s Polaris PII Stock Holding History

Calton & Associates’s Portfolio PII Stock Details PII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$319K	Buy
2025 Q2	–	Sell
2025 Q1	$451K	Buy
2024 Q4	–	Sell
2024 Q3	$366K	Buy
2024 Q2	–	Sell
2024 Q1	$986K	Buy
2023 Q4	$388K	Buy
2018 Q1	–	Sell
2017 Q4	$112K	Buy