True Wealth Design’s 1st Source SRCE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-75	Closed	-$4.49K	–	2812
2025 Q1	$4.49K	Sell	75 -33	-31%	-$1.97K	﹤0.01%	719
2024 Q4	$6.31K	Hold	108	–	–	﹤0.01%	492
2024 Q3	$6.47K	Buy	+108	New	+$6.47K	﹤0.01%	504