Intersect Capital’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q2
Sell
-526
Closed -$72K 293
2015
Q1
$72K Hold
526
0.06% 151
2014
Q4
$80K Buy
+526
New +$80K 0.07% 142