True Wealth Design’s Winmark WINA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.4K	Hold	9	–	–	﹤0.01%	966
2025 Q1	$2.86K	Buy	9 +2	+29%	+$636	﹤0.01%	884
2024 Q4	$2.75K	Hold	7	–	–	﹤0.01%	663
2024 Q3	$2.68K	Buy	+7	New	+$2.68K	﹤0.01%	706