My Personal CFO LLC’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-45
Closed -$4.55K 617
2022
Q4
$4.55K Buy
+45
New +$4.55K ﹤0.01% 377