True Wealth Design’s Franklin Covey FC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$936	Buy	41 +27	+193%	+$616	﹤0.01%	1496
2025 Q1	$387	Buy	+14	New	+$387	﹤0.01%	1655
2024 Q4	–	Sell	-40	Closed	-$1.65K	–	1413
2024 Q3	$1.65K	Buy	+40	New	+$1.65K	﹤0.01%	841