Principia Wealth Advisory’s Stifel SF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.14K	Buy	+11	New	+$1.14K	﹤0.01%	523
2025 Q1	–	Sell	-2	Closed	-$212	–	902
2024 Q4	$212	Buy	+2	New	+$212	﹤0.01%	725