TWD
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True Wealth Design’s Couchbase BASE Stock Holding History

True Wealth Design’s Portfolio BASE Stock Details BASE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.78K Buy
360
+171
+90% +$4.17K ﹤0.01% 625
2025
Q1 		$2.98K Buy
189
+29
+18% +$457 ﹤0.01% 862
2024
Q4 		$2.5K Buy
160
+1
+0.6% +$16 ﹤0.01% 679
2024
Q3 		$2.56K Buy
+159
New +$2.56K ﹤0.01% 719