Global Financial Private Client’s Polaris PII Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4	Closed	-$164	–	1222
2025 Q1	$164	Buy	4 +2	+100%	+$82	﹤0.01%	1558
2024 Q4	$115	Buy	+2	New	+$115	﹤0.01%	1449