Principia Wealth Advisory’s DocuSign DOCU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.01K	Buy	13 +3	+30%	+$234	﹤0.01%	567
2025 Q1	$786	Buy	10 +1	+11%	+$79	﹤0.01%	449
2024 Q4	$809	Buy	+9	New	+$809	﹤0.01%	410