True Wealth Design’s Moelis & Co MC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-201	Closed	-$11.7K	–	2723
2025 Q1	$11.7K	Buy	201 +198	+6,600%	+$11.6K	﹤0.01%	433
2024 Q4	$222	Buy	+3	New	+$222	﹤0.01%	1204