TWD
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True Wealth Design’s Polaris PII Stock Holding History

True Wealth Design’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.17K Buy
78
+22
+39% +$894 ﹤0.01% 990
2025
Q1 		$2.29K Buy
+56
New +$2.29K ﹤0.01% 960