Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-3,787
Closed -$202K 317
2022
Q3
$202K Sell
3,787
-1,246
-25% -$78.1K 0.06% 250
2022
Q2
$289K Sell
5,033
-1,484
-23% -$120K 0.08% 213
2022
Q1
$698K Buy
6,517
+2,043
+46% +$234K 0.13% 170
2021
Q4
$681K Buy
4,474
+1,927
+76% +$439K 0.12% 206
2021
Q3
$656K Buy
2,547
+190
+8% +$54.7K 0.13% 242
2021
Q2
$659K Buy
2,357
+46
+2% +$10.3K 0.13% 234
2021
Q1
$537K Buy
+2,311
New +$536K 0.12% 174
2020
Q4
Sell
-1,752
Closed -$386K 271
2020
Q3
$386K Buy
+1,752
New +$364K 0.13% 136
2020
Q2
Sell
-2,260
Closed -$209K 187
2020
Q1
$209K Sell
2,260
-1,000
-31% -$80.4K 0.11% 149
2019
Q4
$241K Buy
+3,260
New +$224K 0.14% 137

Other funds holding DOCU