Clearstead Advisors’s Polaris PII Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.52K	Buy	+62	New	+$2.52K	﹤0.01%	2272
2022 Q1	–	Sell	-84	Closed	-$9K	–	1436
2021 Q4	$9K	Hold	84	–	–	﹤0.01%	935
2021 Q3	$10K	Buy	+84	New	+$10K	﹤0.01%	945