Burney Company’s Adams Natural Resources Fund PEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$633K Buy
29,602
+1,901
+7% +$40.6K 0.02% 375
2025
Q1
$632K Buy
+27,701
New +$632K 0.02% 377