Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$786K Buy
7,131
+4,195
+143% +$479K ﹤0.01% 1485
2025
Q4
$332K Buy
2,936
+980
+50% +$118K ﹤0.01% 1954
2025
Q3
$283K Buy
1,956
+754
+63% +$113K ﹤0.01% 2036
2025
Q2
$203K Sell
1,202
-294
-20% -$47.4K ﹤0.01% 2171
2025
Q1
$231K Sell
1,496
-4,247
-74% -$679K ﹤0.01% 1958
2024
Q4
$948K Buy
5,743
+4,407
+330% +$786K 0.01% 1290
2024
Q3
$235K Sell
1,336
-2,122
-61% -$364K ﹤0.01% 2150
2024
Q2
$780K Buy
+3,458
New +$711K 0.01% 1344

Other funds holding NICE