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True Wealth Design’s Arteris AIP Stock Holding History

True Wealth Design’s Portfolio AIP Stock Details AIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$277 Sell
29
-8
-22% -$76 ﹤0.01% 1972
2025
Q1 		$256 Buy
+37
New +$256 ﹤0.01% 1852