MAI Capital Management’s nCino NCNO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.65K	Sell	59 -30	-34%	-$839	﹤0.01%	3285
2025 Q1	$2.45K	Buy	89 +41	+85%	+$1.13K	﹤0.01%	2761
2024 Q4	$1.61K	Buy	+48	New	+$1.61K	﹤0.01%	2907