Plante Moran Financial Advisors’s Polaris PII Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$32.5K	Hold	597	–	–	﹤0.01%	365
2025 Q4	$37.8K	Hold	597	–	–	﹤0.01%	364
2025 Q3	$34.7K	Hold	597	–	–	﹤0.01%	389
2025 Q2	$24.3K	Hold	597	–	–	﹤0.01%	450
2025 Q1	$24.4K	Buy	+597	New	+$28.4K	﹤0.01%	452
2024 Q3	–	Sell	-800	Closed	-$62.6K	–	919
2024 Q2	$62.6K	Buy	+800	New	+$67.8K	0.01%	309
2022 Q3	–	Sell	-15	Closed	-$2K	–	1032
2022 Q2	$2K	Buy	+15	New	+$1.55K	﹤0.01%	835
2021 Q1	–	Sell	-6	Closed	-$1K	–	1106
2020 Q4	$1K	Buy	+6	New	+$574	﹤0.01%	845
2018 Q3	–	Sell	-2,048	Closed	-$250K	–	830
2018 Q2	$250K	Buy	2,048 +1,238	+153%	+$145K	0.13%	133
2018 Q1	$93K	Hold	810	–	–	0.05%	244
2017 Q4	$100K	Buy	+810	New	+$96.1K	0.06%	223
2017 Q1	–	Sell	-96	Closed	-$8K	–	992
2016 Q4	$8K	Buy	+96	New	+$7.83K	0.01%	632
2014 Q4	–	Sell	-200	Closed	-$30K	–	842
2014 Q3	$30K	Buy	+200	New	+$28.9K	0.03%	337