Kerrisdale Advisers’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$572K Sell
14,065
-1,015
-7% -$41.3K 0.3% 44
2025
Q1
$617K Buy
+15,080
New +$617K 0.26% 55