Kestra Investment Management’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.02M Buy
49,515
+26,909
+119% +$1.1M 0.03% 184
2025
Q1
$925K Buy
+22,606
New +$925K 0.03% 180