Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$16.5K Sell
347
-53
-13% -$2.71K ﹤0.01% 1604
2025
Q4
$27.4K Buy
400
+15
+4% +$1.04K ﹤0.01% 1396
2025
Q3
$27.8K Hold
385
﹤0.01% 1159
2025
Q2
$30K Sell
385
-350
-48% -$28.3K ﹤0.01% 1133
2025
Q1
$59.8K Buy
735
+350
+91% +$30.7K ﹤0.01% 974
2024
Q4
$34.6K Hold
385
﹤0.01% 1097
2024
Q3
$23.9K Hold
385
﹤0.01% 1162
2024
Q2
$20.6K Hold
385
﹤0.01% 1149
2024
Q1
$22.9K Hold
385
﹤0.01% 1164
2023
Q4
$22.9K Sell
385
-46
-11% -$2.11K ﹤0.01% 1139
2023
Q3
$18.1K Sell
431
-75
-15% -$3.68K ﹤0.01% 1164
2023
Q2
$25.9K Sell
506
-225
-31% -$11.9K ﹤0.01% 1069
2023
Q1
$42.6K Buy
731
+128
+21% +$7.63K ﹤0.01% 951
2022
Q4
$33K Buy
603
+15
+3% +$730 ﹤0.01% 1056
2022
Q3
$31K Sell
588
-332
-36% -$20.8K ﹤0.01% 1217
2022
Q2
$53K Sell
920
-297
-24% -$24K ﹤0.01% 1140
2022
Q1
$131K Buy
1,217
+601
+98% +$69K ﹤0.01% 936
2021
Q4
$94K Sell
616
-270
-30% -$61.6K ﹤0.01% 1058
2021
Q3
$228K Hold
886
0.01% 756
2021
Q2
$248K Buy
886
+250
+39% +$55.9K 0.01% 707
2021
Q1
$128K Buy
636
+275
+76% +$63.8K ﹤0.01% 810
2020
Q4
$80K Buy
361
+136
+60% +$30.5K ﹤0.01% 789
2020
Q3
$48K Hold
225
﹤0.01% 866
2020
Q2
$39K Sell
225
-50,299
-100% -$6.34M ﹤0.01% 867
2020
Q1
$4.67M Buy
50,524
+36,556
+262% +$2.94M 0.22% 119
2019
Q4
$1.03M Buy
+13,968
New +$960K 0.04% 360
2018
Q4
Sell
-1,000
Closed -$53K 753
2018
Q3
$53K Buy
+1,000
New +$56.7K ﹤0.01% 875

Other funds holding DOCU