Principia Wealth Advisory’s Donaldson DCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$832	Buy	12 +8	+200%	+$555	﹤0.01%	618
2025 Q1	$256	Buy	+4	New	+$256	﹤0.01%	732