Total Wealth Planning & Management’s New Found Gold NFGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$191K Buy
134,200
+8,800
+7% +$12.5K 0.15% 172
2025
Q1
$150K Buy
125,400
+15,328
+14% +$18.4K 0.14% 160
2024
Q4
$200K Buy
+110,072
New +$200K 0.18% 152