Level Four Financial’s nCino NCNO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	$506K	Sell	7,120 -6,056	-46%	-$430K	0.22%	114
2021 Q2	$790K	Buy	13,176 +389	+3%	+$23.3K	0.33%	85
2021 Q1	$853K	Sell	12,787 -2,057	-14%	-$137K	0.4%	72
2020 Q4	$1.08M	Buy	+14,844	New	+$1.08M	0.46%	57