True Wealth Design’s Maximus MMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$11.4K	Buy	163 +144	+758%	+$10.1K	﹤0.01%	529
2025 Q1	$1.3K	Buy	+19	New	+$1.3K	﹤0.01%	1172
2024 Q4	–	Sell	-52	Closed	-$4.85K	–	1461
2024 Q3	$4.85K	Buy	+52	New	+$4.85K	﹤0.01%	557