Westside Investment Management’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	$16.1K	Buy	297 +2	+0.7%	+$125	﹤0.01%	971
2025 Q4	$19.4K	Hold	295	–	–	﹤0.01%	886
2025 Q3	$17.9K	Buy	295 +2	+0.7%	+$108	﹤0.01%	923
2025 Q2	$12.8K	Buy	293 +202	+222%	+$7.61K	﹤0.01%	848
2025 Q1	$3.74K	Buy	91 +1	+1%	+$48	﹤0.01%	821
2024 Q4	$5.19K	Buy	90 +1	+1%	+$70	﹤0.01%	773
2024 Q3	$7.41K	Buy	89 +1	+1%	+$81	﹤0.01%	727
2024 Q2	$6.92K	Buy	88 +1	+1%	+$85	﹤0.01%	714
2024 Q1	$8.77K	Buy	87 +1	+1%	+$92	﹤0.01%	653
2023 Q4	$8.24K	Hold	86	–	–	﹤0.01%	630
2023 Q3	$8.99K	Buy	86 +1	+1%	+$119	﹤0.01%	604
2023 Q2	$10.4K	Hold	85	–	–	﹤0.01%	583
2023 Q1	$9.45K	Buy	85 +1	+1%	+$111	﹤0.01%	602
2022 Q4	$8	Hold	84	–	–	﹤0.01%	636
2022 Q3	$8	Buy	84 +1	+1%	+$112	﹤0.01%	633
2022 Q2	$8	Hold	83	–	–	﹤0.01%	633
2022 Q1	$8	Buy	83 +1	+1%	+$114	﹤0.01%	640
2021 Q4	$9	Hold	82	–	–	﹤0.01%	608
2021 Q3	$9	Buy	82 +1	+1%	+$127	﹤0.01%	592
2021 Q2	$11	Hold	81	–	–	﹤0.01%	562
2021 Q1	$10	Hold	81	–	–	﹤0.01%	559
2020 Q4	$7	Buy	81 +1	+1%	+$96	﹤0.01%	531
2020 Q3	$7	Sell	80 -51	-39%	-$5.02K	﹤0.01%	524
2020 Q2	$12	Buy	131 +1	+0.8%	+$76	﹤0.01%	463
2020 Q1	$6	Buy	+130	New	+$10.7K	﹤0.01%	519
2019 Q2	$11	Buy	+127	New	+$11.6K	﹤0.01%	461
2018 Q4	$9.67K	Buy	126 +44	+54%	+$3.95K	﹤0.01%	477
2018 Q3	$8.35K	Sell	82 -1	-1%	-$112	﹤0.01%	526
2018 Q2	$10.2K	Buy	83 +1	+1%	+$117	﹤0.01%	561
2018 Q1	$9.28K	Buy	82 +1	+1%	+$120	0.01%	563
2017 Q4	$10.5K	Hold	81	–	–	0.01%	552
2017 Q3	$8.52K	Hold	81	–	–	0.01%	588
2017 Q2	$7.21K	Hold	81	–	–	﹤0.01%	604
2017 Q1	$6.48K	Buy	81 +1	+1%	+$86	﹤0.01%	587
2016 Q4	$6.58K	Buy	+80	New	+$6.53K	﹤0.01%	475