TWD
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True Wealth Design’s Exponent EXPO Stock Holding History

True Wealth Design’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$598 Buy
8
+2
+33% +$150 ﹤0.01% 1672
2025
Q1 		$487 Buy
+6
New +$487 ﹤0.01% 1549