NorthRock Partners’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$276K Sell
6,782
-3,065
-31% -$125K 0.01% 555
2025
Q1
$403K Buy
+9,847
New +$403K 0.01% 399