Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$21.9M Buy
461,795
+408,945
+774% +$20.9M 0.33% 47
2025
Q4
$3.62M Buy
+52,850
New +$3.65M 0.06% 546
2024
Q1
Sell
-4,425
Closed -$263K 1126
2023
Q4
$263K Sell
4,425
-3,900
-47% -$179K 0.01% 962
2023
Q3
$350K Sell
8,325
-5,964
-42% -$292K 0.02% 847
2023
Q2
$730K Hold
14,289
0.03% 727
2023
Q1
$833K Sell
14,289
-5,260
-27% -$314K 0.04% 701
2022
Q4
$1.08M Buy
19,549
+3,900
+25% +$190K 0.06% 540
2022
Q3
$837K Buy
15,649
+2,924
+23% +$183K 0.05% 613
2022
Q2
$730K Buy
12,725
+4,687
+58% +$379K 0.05% 605
2022
Q1
$861K Buy
8,038
+2,126
+36% +$244K 0.06% 588
2021
Q4
$900K Buy
5,912
+34
+0.6% +$7.75K 0.11% 307
2021
Q3
$1.51M Buy
+5,878
New +$1.69M 0.2% 111

Other funds holding DOCU