Merit Financial Group’s Polaris PII Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$405K	Buy	+9,972	New	+$405K	﹤0.01%	1195
2020 Q2	–	Sell	-5,000	Closed	-$241K	–	232
2020 Q1	$241K	Buy	5,000 +238	+5%	+$11.5K	0.03%	184
2019 Q4	$484K	Buy	+4,762	New	+$484K	0.04%	145