True Wealth Design’s Primis Financial Corp FRST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$44	Sell	4 -64	-94%	-$704	﹤0.01%	2406
2025 Q1	$665	Buy	+68	New	+$665	﹤0.01%	1441
2024 Q4	–	Sell	-2	Closed	-$25	–	1418
2024 Q3	$25	Buy	+2	New	+$25	﹤0.01%	1266