Principia Wealth Advisory’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
$156K Sell
3,880
-702
-15% -$28.2K 0.13% 70
2025
Q1
$165K Sell
4,582
-2,301
-33% -$83K 0.16% 53
2024
Q4
$250K Buy
+6,883
New +$250K 0.23% 41