True Wealth Design’s York Water YORW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.51K	Buy	111 +54	+95%	+$1.71K	﹤0.01%	954
2025 Q1	$1.98K	Sell	57 -28	-33%	-$971	﹤0.01%	1009
2024 Q4	$2.78K	Buy	+85	New	+$2.78K	﹤0.01%	662