True Wealth Design’s Amalgamated Financial AMAL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.75K	Buy	88 +39	+80%	+$1.22K	﹤0.01%	1042
2025 Q1	$1.41K	Buy	49 +17	+53%	+$489	﹤0.01%	1137
2024 Q4	$1.07K	Buy	+32	New	+$1.07K	﹤0.01%	915