Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$116K Sell
2,455
-2,171
-47% -$111K ﹤0.01% 1316
2025
Q4
$316K Sell
4,626
-2,379
-34% -$165K 0.01% 802
2025
Q3
$505K Buy
7,005
+6,181
+750% +$476K 0.01% 897
2025
Q2
$66.5K Sell
824
-13
-2% -$1.05K ﹤0.01% 1109
2025
Q1
$68.1K Buy
837
+12
+1% +$1.05K ﹤0.01% 846
2024
Q4
$74.2K Sell
825
-3,556
-81% -$284K ﹤0.01% 772
2024
Q3
$272K Buy
4,381
+456
+12% +$25.6K 0.02% 291
2024
Q2
$210K Buy
3,925
+3,846
+4,868% +$217K 0.02% 319
2024
Q1
$4.71K Hold
79
﹤0.01% 914
2023
Q4
$4.7K Hold
79
﹤0.01% 894
2023
Q3
$3.32K Sell
79
-100
-56% -$4.9K ﹤0.01% 946
2023
Q2
$9.15K Sell
179
-109
-38% -$5.77K ﹤0.01% 724
2023
Q1
$16.8K Hold
288
﹤0.01% 608
2022
Q4
$16K Buy
288
+3
+1% +$146 ﹤0.01% 590
2022
Q3
$15K Buy
285
+24
+9% +$1.5K ﹤0.01% 608
2022
Q2
$15K Buy
261
+10
+4% +$810 ﹤0.01% 592
2022
Q1
$27K Buy
251
+133
+113% +$15.3K ﹤0.01% 539
2021
Q4
$18K Buy
118
+13
+12% +$2.96K ﹤0.01% 580
2021
Q3
$27K Sell
105
-504
-83% -$145K ﹤0.01% 530
2021
Q2
$170K Buy
+609
New +$136K 0.02% 248
2020
Q4
$150K Buy
677
+35
+5% +$7.86K 0.02% 237
2020
Q3
$138K Hold
642
0.02% 226
2020
Q2
$111K Sell
642
-214
-25% -$27K 0.02% 247
2020
Q1
$79K Buy
+856
New +$68.8K 0.02% 270

Other funds holding DOCU