Principia Wealth Advisory’s Flex FLEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.95K Buy
59
+12
+26% +$599 ﹤0.01% 308
2025
Q1
$1.48K Buy
47
+36
+327% +$1.14K ﹤0.01% 328
2024
Q4
$422 Buy
+11
New +$422 ﹤0.01% 590