Evolution Wealth Advisors’s nCino NCNO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-458	Closed	-$33K	–	461
2021 Q3	$33K	Buy	458 +207	+82%	+$14.9K	0.01%	257
2021 Q2	$15K	Buy	+251	New	+$15K	﹤0.01%	349