Principia Wealth Advisory’s Gartner IT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.62K	Buy	+4	New	+$1.62K	﹤0.01%	430
2025 Q1	–	Sell	-3	Closed	-$1.45K	–	880
2024 Q4	$1.45K	Buy	+3	New	+$1.45K	﹤0.01%	287