True Wealth Design’s W.R. Berkley WRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$11.8K	Buy	160 +13	+9%	+$955	﹤0.01%	518
2025 Q1	$10.5K	Sell	147 -296	-67%	-$21.1K	﹤0.01%	462
2024 Q4	$25.9K	Buy	443 +31	+8%	+$1.81K	0.01%	287
2024 Q3	$23.4K	Buy	+412	New	+$23.4K	0.01%	305