Koss-Olinger Consulting’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
40,667
+304
| +0.8% | +$12.4K | 0.14% | 91 |
|
|
2025
Q1 | $1.65M | Buy |
40,363
+13,317
| +49% | +$545K | 0.14% | 87 |
|
|
2024
Q4 | $1.56M | Buy |
27,046
+3,236
| +14% | +$186K | 0.14% | 76 |
|
|
2024
Q3 | $1.98M | Sell |
23,810
-97
| -0.4% | -$8.08K | 0.17% | 76 |
|
|
2024
Q2 | $1.87M | Buy |
+23,907
| New | +$1.87M | 0.17% | 76 |
|
|
2024
Q1 | – | Sell |
-16,380
| Closed | -$1.55M | – | 225 |
|
|
2023
Q4 | $1.55M | Buy |
16,380
+11,621
| +244% | +$1.1M | 0.15% | 75 |
|
|
2023
Q3 | $496K | Buy |
+4,759
| New | +$496K | 0.07% | 127 |
|