Carroll Financial Associates’s nCino NCNO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	$2.09M	Sell	37,500 -37,500	-50%	-$2.09M	0.11%	119
2021 Q3	$5.33M	Hold	75,000	–	–	0.3%	58
2021 Q2	$4.49M	Sell	75,000 -50,000	-40%	-$3M	0.25%	61
2021 Q1	$8.34M	Buy	+125,000	New	+$8.34M	0.51%	35