True Wealth Design’s Consensus Cloud Solutions CCSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.98K	Sell	86 -354	-80%	-$8.17K	﹤0.01%	1190
2025 Q1	$10.2K	Sell	440 -1	-0.2%	-$23	﹤0.01%	470
2024 Q4	$10.5K	Sell	441 -47	-10%	-$1.12K	﹤0.01%	415
2024 Q3	$11.5K	Buy	+488	New	+$11.5K	﹤0.01%	399