Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.61K Buy
241
+66
+38% +$1.24K ﹤0.01% 2272
2025
Q4
$4.49K Sell
175
-184
-51% -$4.67K ﹤0.01% 2190
2025
Q3
$9.73K Hold
359
﹤0.01% 1915
2025
Q2
$10K Buy
359
+164
+84% +$4.1K ﹤0.01% 1818
2025
Q1
$5.36K Hold
195
﹤0.01% 2004
2024
Q4
$6.55K Buy
195
+31
+19% +$1.15K ﹤0.01% 1889
2024
Q3
$5.18K Buy
+164
New +$5.19K ﹤0.01% 1940
2024
Q1
Sell
-93
Closed -$3.13K 2320
2023
Q4
$3.13K Sell
93
-27
-23% -$803 ﹤0.01% 2046
2023
Q3
$3.82K Hold
120
﹤0.01% 1959
2023
Q2
$3.61K Buy
+120
New +$3.06K ﹤0.01% 1970

Other funds holding NCNO