True Wealth Design’s Carpenter Technology CRS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.59K	Hold	13	–	–	﹤0.01%	942
2025 Q1	$2.36K	Buy	13 +1	+8%	+$181	﹤0.01%	949
2024 Q4	$2.04K	Buy	12 +4	+50%	+$679	﹤0.01%	728
2024 Q3	$1.28K	Buy	+8	New	+$1.28K	﹤0.01%	911