Principal Securities’s EverCommerce EVCM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-23	Closed	-$253	–	3470
2024 Q2	$253	Buy	23 +2	+10%	+$22	﹤0.01%	3284
2024 Q1	$198	Buy	21 +1	+5%	+$9	﹤0.01%	3243
2023 Q4	$221	Buy	+20	New	+$221	﹤0.01%	3143