Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$61.5K Buy
558
+5
+0.9% +$571 ﹤0.01% 1172
2025
Q4
$62.5K Buy
553
+75
+16% +$9.06K ﹤0.01% 1160
2025
Q3
$69.2K Buy
478
+190
+66% +$28.5K ﹤0.01% 1017
2025
Q2
$48.6K Hold
288
﹤0.01% 1126
2025
Q1
$44.4K Sell
288
-222
-44% -$35.5K ﹤0.01% 1102
2024
Q4
$86.6K Buy
510
+15
+3% +$2.67K ﹤0.01% 732
2024
Q3
$86K Sell
495
-55
-10% -$9.44K ﹤0.01% 732
2024
Q2
$94.6K Buy
550
+331
+151% +$68.1K ﹤0.01% 697
2024
Q1
$57.1K Buy
219
+92
+72% +$20.9K ﹤0.01% 805
2023
Q4
$25.3K Buy
127
+33
+35% +$5.94K ﹤0.01% 995
2023
Q3
$16K Sell
94
-31
-25% -$6.17K ﹤0.01% 1139
2023
Q2
$25.8K Sell
125
-7
-5% -$1.44K ﹤0.01% 1023
2023
Q1
$30.2K Buy
132
+38
+40% +$7.98K ﹤0.01% 967
2022
Q4
$18K Sell
94
-24
-20% -$4.62K ﹤0.01% 1138
2022
Q3
$22K Sell
118
-89
-43% -$18.6K ﹤0.01% 1081
2022
Q2
$40K Sell
207
-81
-28% -$16.4K ﹤0.01% 973
2022
Q1
$63K Sell
288
-2
-0.7% -$485 ﹤0.01% 891
2021
Q4
$88K Buy
+290
New +$83.7K ﹤0.01% 830

Other funds holding NICE