Great Valley Advisor Group’s Polaris PII Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,198	Closed	-$220K	–	801
2024 Q1	$220K	Buy	+2,198	New	+$220K	0.01%	684
2022 Q3	–	Sell	-2,328	Closed	-$231K	–	708
2022 Q2	$231K	Buy	2,328 +245	+12%	+$24.3K	0.01%	605
2022 Q1	$219K	Buy	+2,083	New	+$219K	0.01%	547