Stiles Financial Services’s Polaris PII Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,775	Closed	-$215K	–	190
2023 Q2	$215K	Buy	+1,775	New	+$215K	0.11%	173
2022 Q2	–	Sell	-1,920	Closed	-$202K	–	186
2022 Q1	$202K	Buy	1,920 +11	+0.6%	+$1.16K	0.1%	176
2021 Q4	$210K	Buy	+1,909	New	+$210K	0.1%	170