True Wealth Design’s AvidXchange AVDX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.43K	Buy	350 +303	+645%	+$2.97K	﹤0.01%	963
2025 Q1	$399	Sell	47 -295	-86%	-$2.5K	﹤0.01%	1645
2024 Q4	$3.54K	Buy	342 +37	+12%	+$383	﹤0.01%	604
2024 Q3	$2.47K	Buy	+305	New	+$2.47K	﹤0.01%	731