Activest Wealth Management’s nCino NCNO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-13	Closed	-$357	–	1276
2025 Q1	$357	Buy	+13	New	+$357	﹤0.01%	882
2021 Q4	–	Sell	-102	Closed	-$7K	–	378
2021 Q3	$7K	Buy	+102	New	+$7K	﹤0.01%	260