True Wealth Design’s Helen of Troy HELE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.36K	Buy	+224	New	+$6.36K	﹤0.01%	722
2025 Q1	–	Sell	-9	Closed	-$539	–	2666
2024 Q4	$539	Buy	+9	New	+$539	﹤0.01%	1082