True Wealth Design’s Axos Financial AX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$32.9K	Buy	433 +237	+121%	+$18K	0.01%	273
2025 Q1	$12.6K	Buy	+196	New	+$12.6K	﹤0.01%	418
2024 Q4	–	Sell	-45	Closed	-$2.83K	–	1372
2024 Q3	$2.83K	Buy	+45	New	+$2.83K	﹤0.01%	696