True Wealth Design’s Houlihan Lokey HLI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.98K	Hold	11	–	–	﹤0.01%	1191
2025 Q1	$1.78K	Buy	+11	New	+$1.78K	﹤0.01%	1053
2023 Q1	–	Sell	-8,562	Closed	-$746K	–	878
2022 Q4	$746K	Buy	+8,562	New	+$746K	0.35%	77