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Code Waechter’s Polaris PII Stock Holding History

Code Waechter’s Portfolio PII Stock Details PII Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,724
Closed -$215K – 134
2024
Q4 		$215K Buy
3,724
+1,135
+44% +$65.4K 0.19% 93
2024
Q3 		$216K Buy
+2,589
New +$216K 0.21% 92