TriaGen Wealth Management’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	-27,803	Closed	-$3.36M	–	170
2023 Q2	$3.36M	Buy	27,803 +592	+2%	+$71.6K	1.54%	12
2023 Q1	$3.01M	Buy	+27,211	New	+$3.01M	1.51%	15