True Wealth Design’s Bankwell Financial Group BWFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$37	Sell	1 -1	-50%	-$37	﹤0.01%	2437
2025 Q1	$61	Buy	+2	New	+$61	﹤0.01%	2335