Principia Wealth Advisory’s GMO US Quality ETF QLTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$205K Buy
5,995
+194
+3% +$6.64K 0.17% 61
2025
Q1
$178K Buy
5,801
+1,740
+43% +$53.5K 0.17% 51
2024
Q4
$130K Buy
+4,061
New +$130K 0.12% 61