Philip James Wealth Mangement’s Polaris PII Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,257	Closed	-$214K	–	84
2023 Q4	$214K	Buy	+2,257	New	+$214K	0.17%	70