Principia Wealth Advisory’s PTC PTC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.21K	Buy	7 +4	+133%	+$689	﹤0.01%	510
2025 Q1	$448	Sell	3 -4	-57%	-$597	﹤0.01%	600
2024 Q4	$1.29K	Buy	+7	New	+$1.29K	﹤0.01%	312