Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$806K Sell
17,005
-159,679
-90% -$8.17M ﹤0.01% 653
2025
Q4
$12.1M Buy
176,684
+9,965
+6% +$689K 0.02% 515
2025
Q3
$12M Buy
166,719
+10,193
+7% +$786K 0.02% 494
2025
Q2
$12.2M Buy
156,526
+9,072
+6% +$734K 0.03% 479
2025
Q1
$12M Buy
147,454
+17,974
+14% +$1.57M 0.03% 423
2024
Q4
$11.6M Sell
129,480
-183,715
-59% -$14.7M 0.03% 414
2024
Q3
$19.4M Buy
313,195
+13,966
+5% +$783K 0.05% 347
2024
Q2
$16M Buy
299,229
+24,639
+9% +$1.39M 0.04% 384
2024
Q1
$16.4M Buy
274,590
+17,487
+7% +$987K 0.05% 379
2023
Q4
$15.3M Buy
257,103
+104,487
+68% +$4.79M 0.05% 377
2023
Q3
$6.41M Buy
152,616
+46,317
+44% +$2.27M 0.03% 486
2023
Q2
$5.43M Sell
106,299
-292,147
-73% -$15.5M 0.02% 499
2023
Q1
$23.2M Buy
398,446
+258,314
+184% +$15.4M 0.11% 284
2022
Q4
$7.77M Buy
140,132
+22,761
+19% +$1.11M 0.04% 497
2022
Q3
$6.28M Buy
117,371
+78,680
+203% +$4.93M 0.04% 532
2022
Q2
$2.22M Buy
38,691
+1,473
+4% +$119K 0.01% 746
2022
Q1
$3.99M Sell
37,218
-23,130
-38% -$2.65M 0.02% 631
2021
Q4
$9.19M Sell
60,348
-784
-1% -$179K 0.04% 418
2021
Q3
$15.7M Sell
61,132
-7,742
-11% -$2.23M 0.07% 276
2021
Q2
$19.3M Buy
68,874
+8,428
+14% +$1.88M 0.08% 240
2021
Q1
$12.2M Sell
60,446
-5,663
-9% -$1.31M 0.06% 293
2020
Q4
$14.7M Sell
66,109
-2,013
-3% -$452K 0.08% 240
2020
Q3
$14.7M Sell
68,122
-3,297
-5% -$684K 0.09% 204
2020
Q2
$12.3M Sell
71,419
-23,564
-25% -$2.97M 0.08% 223
2020
Q1
$8.78M Buy
+94,983
New +$7.64M 0.06% 266

Other funds holding DOCU