True Wealth Design’s Stem STEM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$32	Sell	5 -77	-94%	-$493	﹤0.01%	2460
2025 Q1	$574	Buy	+82	New	+$574	﹤0.01%	1491
2023 Q1	–	Sell	-3	Closed	-$447	–	891
2022 Q4	$447	Buy	+3	New	+$447	﹤0.01%	481