Legacy Capital Wealth Partners’s Polaris PII Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,253	Closed	-$235K	–	303
2023 Q3	$235K	Buy	+2,253	New	+$235K	0.06%	245
2023 Q2	–	Sell	-2,173	Closed	-$240K	–	178
2023 Q1	$240K	Buy	+2,173	New	+$240K	0.07%	222