Principia Wealth Advisory’s Sprott Physical Gold PHYS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$279K Sell
11,020
-2,165
-16% -$54.9K 0.24% 50
2025
Q1
$312K Sell
13,185
-3,155
-19% -$74.7K 0.3% 33
2024
Q4
$329K Buy
+16,340
New +$329K 0.31% 33