True Wealth Design’s CS Disco LAW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$826 Buy
189
+117
+163% +$511 ﹤0.01% 1541
2025
Q1
$295 Buy
+72
New +$295 ﹤0.01% 1784