Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$416K Buy
3,775
+841
+29% +$96K 0.03% 575
2025
Q4
$332K Buy
2,934
+2,713
+1,228% +$328K 0.02% 646
2025
Q3
$32K Hold
221
﹤0.01% 1514
2025
Q2
$37K Hold
221
﹤0.01% 1435
2025
Q1
$34K Buy
+221
New +$35.4K ﹤0.01% 1290
2024
Q4
Sell
-26
Closed -$4K 1787
2024
Q3
$4K Hold
26
﹤0.01% 1938
2024
Q2
$4K Buy
26
+2
+8% +$411 ﹤0.01% 1898
2024
Q1
$6K Hold
24
﹤0.01% 1826
2023
Q4
$4K Hold
24
﹤0.01% 1915
2023
Q3
$4K Buy
+24
New +$4.78K ﹤0.01% 1910

Other funds holding NICE