True Wealth Design’s COPT Defense Properties CDP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$497	Buy	18 +4	+29%	+$110	﹤0.01%	1748
2025 Q1	$382	Sell	14 -113	-89%	-$3.08K	﹤0.01%	1661
2024 Q4	$3.93K	Hold	127	–	–	﹤0.01%	581
2024 Q3	$3.85K	Buy	+127	New	+$3.85K	﹤0.01%	625