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IEQ Capital’s Maximus MMS Stock Holding History

IEQ Capital’s Portfolio MMS Stock Details MMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.45M Buy
20,668
+16,305
+374% +$1.14M 0.01% 741
2025
Q1 		$298K Sell
4,363
-2,882
-40% -$197K ﹤0.01% 1192
2024
Q4 		$541K Buy
+7,245
New +$541K 0.01% 820