Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$39.8K Buy
2,655
+101
+4% +$1.9K ﹤0.01% 1972
2025
Q4
$65.5K Buy
2,554
+5
+0.2% +$127 ﹤0.01% 1912
2025
Q3
$69.1K Buy
2,549
+1
+0% +$29 ﹤0.01% 1932
2025
Q2
$71.3K Sell
2,548
-36,999
-94% -$924K ﹤0.01% 1955
2025
Q1
$1.09M Sell
39,547
-2,473
-6% -$78.2K ﹤0.01% 833
2024
Q4
$1.41M Buy
42,020
+4,176
+11% +$155K 0.01% 745
2024
Q3
$1.2M Buy
37,844
+6,260
+20% +$198K ﹤0.01% 846
2024
Q2
$993K Sell
31,584
-6,585
-17% -$206K ﹤0.01% 879
2024
Q1
$1.43M Buy
38,169
+8,719
+30% +$275K 0.01% 787
2023
Q4
$990K Buy
+29,450
New +$876K ﹤0.01% 913

Other funds holding NCNO