Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.81M Buy
38,125
+22,389
+142% +$1.15M 0.02% 549
2025
Q4
$1.08M Buy
15,736
+8,043
+105% +$556K 0.01% 511
2025
Q3
$555K Buy
+7,693
New +$593K 0.01% 501
2025
Q2
Sell
-10,136
Closed -$825K 279
2025
Q1
$825K Buy
10,136
+4,233
+72% +$371K 0.02% 386
2024
Q4
$531K Buy
+5,903
New +$471K 0.02% 463
2023
Q1
Sell
-12,687
Closed -$703K 304
2022
Q4
$703K Buy
+12,687
New +$618K 0.02% 428
2022
Q2
Sell
-2,094
Closed -$224K 606
2022
Q1
$224K Sell
2,094
-707
-25% -$81.1K 0.01% 572
2021
Q4
$427K Sell
2,801
-354
-11% -$80.7K 0.01% 695
2021
Q3
$812K Sell
3,155
-203
-6% -$58.5K 0.03% 347
2021
Q2
$939K Sell
3,358
-423
-11% -$94.6K 0.03% 322
2021
Q1
$765K Sell
3,781
-44
-1% -$10.2K 0.02% 395
2020
Q4
$850K Buy
3,825
+571
+18% +$128K 0.03% 319
2020
Q3
$700K Sell
3,254
-1,845
-36% -$383K 0.02% 322
2020
Q2
$878K Buy
+5,099
New +$643K 0.03% 284

Other funds holding DOCU