True Wealth Design’s NerdWallet NRDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.91K Buy
356
+195
+121% +$2.14K ﹤0.01% 899
2025
Q1
$1.46K Buy
+161
New +$1.46K ﹤0.01% 1123