True Wealth Design’s Carter's CRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.8K	Buy	+126	New	+$3.8K	﹤0.01%	918
2025 Q1	–	Sell	-901	Closed	-$48.8K	–	2658
2024 Q4	$48.8K	Buy	901 +571	+173%	+$30.9K	0.02%	165
2024 Q3	$21.4K	Buy	+330	New	+$21.4K	0.01%	317