TWD
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True Wealth Design’s Orion OEC Stock Holding History

True Wealth Design’s Portfolio OEC Stock Details OEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.28K Sell
122
-137
-53% -$1.44K ﹤0.01% 1368
2025
Q1 		$3.35K Buy
+259
New +$3.35K ﹤0.01% 815