Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$15.9K Sell
357
-26
-7% -$1.22K 0.01% 222
2026
Q1
$18.2K Hold
383
0.01% 208
2025
Q4
$26.2K Sell
383
-41
-10% -$2.83K 0.02% 189
2025
Q3
$30.6K Hold
424
0.02% 171
2025
Q2
$33K Hold
424
0.03% 167
2025
Q1
$34.5K Hold
424
0.03% 162
2024
Q4
$38.1K Hold
424
0.03% 156
2024
Q3
$26.3K Sell
424
-19
-4% -$1.06K 0.02% 169
2024
Q2
$23.7K Buy
+443
New +$25K 0.02% 176

Other funds holding DOCU