True Wealth Design’s Latham Group SWIM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-21	Closed	-$136	–	2814
2025 Q1	$136	Buy	21 +8	+62%	+$52	﹤0.01%	2098
2024 Q4	$91	Buy	+13	New	+$91	﹤0.01%	1284