True Wealth Design’s Gores Guggenheim PSNY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-400	Closed	-$1.52K	–	853
2023 Q1	$1.52K	Hold	400	–	–	﹤0.01%	360
2022 Q4	$2.12K	Buy	+400	New	+$2.12K	﹤0.01%	294