True Wealth Design’s Spire SR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$73	Hold	1	–	–	﹤0.01%	2314
2025 Q1	$79	Buy	+1	New	+$79	﹤0.01%	2278
2024 Q4	–	Sell	-57	Closed	-$3.84K	–	1505
2024 Q3	$3.84K	Buy	+57	New	+$3.84K	﹤0.01%	627