TCFG Wealth Management’s United States Copper Index Fund CPER Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.3M	Buy	41,066 +10,640	+35%	+$337K	0.59%	35
2025 Q1	$961K	Sell	30,426 -3,550	-10%	-$112K	0.48%	57
2024 Q4	$855K	Sell	33,976 -6,314	-16%	-$159K	0.43%	70
2024 Q3	$1.14M	Buy	+40,290	New	+$1.14M	0.57%	45