True Wealth Design’s Performant Healthcare, Inc. Common Stock PHLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$36 Sell
9
-7
-44% -$28 ﹤0.01% 2443
2025
Q1
$48 Buy
+16
New +$48 ﹤0.01% 2395