True Wealth Design’s Meridian MRBK Stock Holding History

True Wealth Design’s Portfolio MRBK Stock Details MRBK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$285	Buy
2025 Q4	$247	Sell
2025 Q3	$301	Buy