Empowered Funds’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Buy |
+7,136
| New | +$290K | ﹤0.01% | 1522 |
|
|
2025
Q1 | – | Sell |
-21,413
| Closed | -$1.23M | – | 1751 |
|
|
2024
Q4 | $1.23M | Buy |
21,413
+5,918
| +38% | +$341K | 0.02% | 916 |
|
|
2024
Q3 | $1.29M | Sell |
15,495
-15,709
| -50% | -$1.31M | 0.02% | 835 |
|
|
2024
Q2 | $2.44M | Buy |
31,204
+18,400
| +144% | +$1.44M | 0.04% | 549 |
|
|
2024
Q1 | $1.28M | Buy |
12,804
+4,133
| +48% | +$414K | 0.02% | 767 |
|
|
2023
Q4 | $822K | Buy |
8,671
+3,110
| +56% | +$295K | 0.02% | 842 |
|
|
2023
Q3 | $579K | Buy |
+5,561
| New | +$579K | 0.02% | 862 |
|
|
2022
Q1 | – | Sell |
-45,760
| Closed | -$5.03M | – | 286 |
|
|
2021
Q4 | $5.03M | Buy |
45,760
+8,669
| +23% | +$953K | 0.57% | 50 |
|
|
2021
Q3 | $4.44M | Buy |
+37,091
| New | +$4.44M | 0.57% | 43 |
|