Physician Wealth Advisors’s Polaris PII Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.75K Buy
43
+22
+105% +$894 ﹤0.01% 1097
2025
Q1
$860 Buy
+21
New +$860 ﹤0.01% 1190