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Truvestments Capital’s Polaris PII Stock Holding History

Truvestments Capital’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.73K Hold
50
– – ﹤0.01% 972
2025
Q4 		$3.16K Sell
50
-419
-89% -$27.6K ﹤0.01% 853
2025
Q3 		$27.2K Sell
469
-391
-45% -$21.1K ﹤0.01% 538
2025
Q2 		$35K Sell
860
-59
-6% -$2.22K 0.01% 457
2025
Q1 		$37.6K Sell
919
-883
-49% -$42K 0.01% 450
2024
Q4 		$104K Sell
1,802
-370
-17% -$25.7K 0.03% 281
2024
Q3 		$181K Buy
+2,172
New +$176K 0.05% 227
2024
Q2 		– Sell
-3,036
Closed -$304K – 551
2024
Q1 		$304K Sell
3,036
-2,094
-41% -$192K 0.12% 162
2023
Q4 		$486K Buy
5,130
+443
+9% +$40.6K 0.22% 86
2023
Q3 		$488K Buy
4,687
+413
+10% +$49.1K 0.25% 74
2023
Q2 		$517K Buy
4,274
+380
+10% +$42K 0.26% 75
2023
Q1 		$431K Sell
3,894
-284
-7% -$31.5K 0.23% 82
2022
Q4 		$422K Sell
4,178
-3,252
-44% -$339K 0.24% 88
2022
Q3 		$711K Buy
7,430
+1,491
+25% +$167K 0.45% 58
2022
Q2 		$590K Buy
5,939
+1,904
+47% +$197K 0.35% 67
2022
Q1 		$425K Buy
4,035
+1,776
+79% +$202K 0.23% 99
2021
Q4 		$248K Buy
2,259
+11
+0.5% +$1.3K 0.12% 145
2021
Q3 		$269K Buy
2,248
+683
+44% +$86.8K 0.15% 134
2021
Q2 		$214K Buy
+1,565
New +$212K 0.12% 144

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VPM
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State Street
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VCM
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AQR Capital Management
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return