Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$362K Buy
3,286
+772
+31% +$88.1K ﹤0.01% 691
2025
Q4
$284K Buy
+2,514
New +$304K ﹤0.01% 737
2019
Q2
Sell
-420
Closed -$51K 1401
2019
Q1
$51K Hold
420
﹤0.01% 1130
2018
Q4
$46K Hold
420
﹤0.01% 1153
2018
Q3
$48K Sell
420
-45
-10% -$5.03K ﹤0.01% 1221
2018
Q2
$48K Hold
465
﹤0.01% 1202
2018
Q1
$43K Sell
465
-182
-28% -$17K ﹤0.01% 1250
2017
Q4
$60K Buy
+647
New +$55.1K ﹤0.01% 1186

Other funds holding NICE