Cape Investment Advisory’s AXS Esoterica NextG Economy ETF WUGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.47K Sell
104
-133
-56% -$10.8K ﹤0.01% 663
2025
Q1
$15.5K Sell
237
-173
-42% -$11.3K 0.01% 526
2024
Q4
$29.7K Buy
+410
New +$29.7K 0.01% 418