CF Capital’s Swiss Helvetia Fund SWZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$948K Buy
150,058
+145,258
+3,026% +$918K 1.21% 26
2025
Q1
$30K Buy
+4,800
New +$30K 0.03% 42