CIA
PEO

Cape Investment Advisory’s Adams Natural Resources Fund PEO Stock Holding History

Cape Investment Advisory’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$10.5K Hold
493
– – ﹤0.01% 626
2025
Q1 		$11.2K Buy
+493
New +$11.2K ﹤0.01% 580