CRI
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Colonial River Investments’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History

Colonial River Investments’s Portfolio TILT Stock Details TILT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,175
Closed -$254K – 256
2024
Q4 		$254K Hold
1,175
– – 0.12% 169
2024
Q3 		$250K Sell
1,175
-136
-10% -$27.9K 0.12% 176
2024
Q2 		$262K Sell
1,311
-396
-23% -$77.4K 0.14% 126
2024
Q1 		$339K Sell
1,707
-351
-17% -$66K 0.19% 106
2023
Q4 		$376K Sell
2,058
-11,807
-85% -$1.99M 0.22% 125
2023
Q3 		$2.26M Sell
13,865
-233
-2% -$39.6K 1.47% 14
2023
Q2 		$2.38M Sell
14,098
-789
-5% -$126K 1.56% 13
2023
Q1 		$2.33M Buy
+14,887
New +$2.32M 1.37% 13

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