Beam Wealth Advisors’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$845K	Buy	21,076 +113	+0.5%	+$4.53K	0.25%	79
2025 Q1	$814K	Hold	20,963	–	–	0.27%	73
2024 Q4	$762K	Buy	20,963 +1,690	+9%	+$61.4K	0.24%	77
2024 Q3	$795K	Sell	19,273 -1,056	-5%	-$43.6K	0.24%	75
2024 Q2	$816K	Buy	+20,329	New	+$816K	0.27%	66