Meristem Family Wealth’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-2,225
Closed -$266K 420
2021
Q3
$266K Buy
2,225
+25
+1% +$2.99K 0.03% 340
2021
Q2
$301K Buy
+2,200
New +$301K 0.05% 251