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True Wealth Design’s Dakota Gold DC Stock Holding History

True Wealth Design’s Portfolio DC Stock Details DC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.53K Hold
415
– – ﹤0.01% 1290
2025
Q1 		$1.1K Buy
415
+34
+9% +$90 ﹤0.01% 1234
2024
Q4 		$839 Buy
+381
New +$839 ﹤0.01% 982