Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-39,578
Closed -$2.46M 277
2024
Q3
$2.46M Hold
39,578
0.57% 61
2024
Q2
$2.12M Buy
39,578
+11,288
+40% +$637K 0.53% 70
2024
Q1
$1.68M Sell
28,290
-7,375
-21% -$416K 0.42% 78
2023
Q4
$2.12M Buy
35,665
+28,397
+391% +$1.3M 0.62% 49
2023
Q3
$305K Buy
7,268
+175
+2% +$8.58K 0.16% 132
2023
Q2
$362K Sell
7,093
-46
-0.6% -$2.44K 0.18% 131
2023
Q1
$416K Buy
7,139
+1,192
+20% +$71.1K 0.22% 132
2022
Q4
$330K Sell
5,947
-6,398
-52% -$311K 0.22% 133
2022
Q3
$660K Buy
+12,345
New +$774K 0.45% 106
2022
Q2
Sell
-7,461
Closed -$799K 147
2022
Q1
$799K Buy
+7,461
New +$856K 0.27% 147

Other funds holding DOCU