Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5K Buy
43
+29
+207% +$3.31K ﹤0.01% 944
2025
Q4
$2K Hold
14
﹤0.01% 972
2025
Q3
$2K Hold
14
﹤0.01% 974
2025
Q2
$2K Buy
14
+2
+17% +$322 ﹤0.01% 968
2025
Q1
$2K Hold
12
﹤0.01% 970
2024
Q4
$2K Hold
12
﹤0.01% 933
2024
Q3
$2K Hold
12
﹤0.01% 919
2024
Q2
$2K Hold
12
﹤0.01% 888
2024
Q1
$3K Buy
12
+2
+20% +$454 ﹤0.01% 837
2023
Q4
$2K Hold
10
﹤0.01% 869
2023
Q3
$2K Sell
10
-1
-9% -$199 ﹤0.01% 851
2023
Q2
$2K Buy
+11
New +$2.27K ﹤0.01% 844

Other funds holding NICE