True Wealth Design’s EPR Properties EPR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$13.5K	Buy	231 +97	+72%	+$5.65K	﹤0.01%	480
2025 Q1	$7.05K	Buy	+134	New	+$7.05K	﹤0.01%	574
2024 Q4	–	Sell	-324	Closed	-$15.9K	–	1412
2024 Q3	$15.9K	Buy	+324	New	+$15.9K	0.01%	354