Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-3
Closed -$510 539
2024
Q4
$510 Sell
3
-5
-63% -$891 ﹤0.01% 463
2024
Q3
$1.39K Buy
+8
New +$1.37K ﹤0.01% 330
2024
Q2
Sell
-39
Closed -$10.2K 294
2024
Q1
$10.2K Buy
+39
New +$8.85K ﹤0.01% 101
2023
Q3
Sell
-13
Closed -$2.69K 540
2023
Q2
$2.69K Buy
+13
New +$2.68K ﹤0.01% 423
2022
Q3
Sell
-32
Closed -$6K 634
2022
Q2
$6K Buy
32
+6
+23% +$1.21K ﹤0.01% 279
2022
Q1
$6K Buy
+26
New +$6.3K ﹤0.01% 205

Other funds holding NICE