TWD
REFI

True Wealth Design’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

True Wealth Design’s Portfolio REFI Stock Details REFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$182 Sell
13
-2
-13% -$28 ﹤0.01% 2101
2025
Q1 		$221 Buy
15
+9
+150% +$133 ﹤0.01% 1910
2024
Q4 		$93 Buy
+6
New +$93 ﹤0.01% 1280