Truvestments Capital’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35K | Sell |
860
-59
| -6% | -$2.4K | 0.01% | 457 |
|
|
2025
Q1 | $37.6K | Sell |
919
-883
| -49% | -$36.2K | 0.01% | 450 |
|
|
2024
Q4 | $104K | Sell |
1,802
-370
| -17% | -$21.3K | 0.03% | 281 |
|
|
2024
Q3 | $181K | Buy |
+2,172
| New | +$181K | 0.05% | 227 |
|
|
2024
Q2 | – | Sell |
-3,036
| Closed | -$304K | – | 550 |
|
|
2024
Q1 | $304K | Sell |
3,036
-2,094
| -41% | -$210K | 0.12% | 162 |
|
|
2023
Q4 | $486K | Buy |
5,130
+443
| +9% | +$42K | 0.22% | 86 |
|
|
2023
Q3 | $488K | Buy |
4,687
+413
| +10% | +$43K | 0.25% | 74 |
|
|
2023
Q2 | $517K | Buy |
4,274
+380
| +10% | +$45.9K | 0.26% | 75 |
|
|
2023
Q1 | $431K | Sell |
3,894
-284
| -7% | -$31.4K | 0.23% | 82 |
|
|
2022
Q4 | $422K | Sell |
4,178
-3,252
| -44% | -$328K | 0.24% | 88 |
|
|
2022
Q3 | $711K | Buy |
7,430
+1,491
| +25% | +$143K | 0.45% | 58 |
|
|
2022
Q2 | $590K | Buy |
5,939
+1,904
| +47% | +$189K | 0.35% | 67 |
|
|
2022
Q1 | $425K | Buy |
4,035
+1,776
| +79% | +$187K | 0.23% | 99 |
|
|
2021
Q4 | $248K | Buy |
2,259
+11
| +0.5% | +$1.21K | 0.12% | 145 |
|
|
2021
Q3 | $269K | Buy |
2,248
+683
| +44% | +$81.7K | 0.15% | 134 |
|
|
2021
Q2 | $214K | Buy |
+1,565
| New | +$214K | 0.12% | 144 |
|