Principia Wealth Advisory’s SEI Investments SEIC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5	Closed	-$365	–	997
2025 Q1	$365	Buy	+5	New	+$365	﹤0.01%	649