Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$41K Sell
868
-18
-2% -$921 ﹤0.01% 1723
2025
Q4
$60K Buy
886
+13
+1% +$899 ﹤0.01% 1596
2025
Q3
$62K Buy
873
+350
+67% +$27K ﹤0.01% 1380
2025
Q2
$41K Sell
523
-79
-13% -$6.39K ﹤0.01% 1372
2025
Q1
$49K Buy
602
+130
+28% +$11.4K ﹤0.01% 1318
2024
Q4
$42K Buy
472
+392
+490% +$31.3K ﹤0.01% 1320
2024
Q3
$5K Buy
+80
New +$4.48K ﹤0.01% 1908
2023
Q4
Sell
-258
Closed -$11K 2181
2023
Q3
$11K Sell
258
-27
-9% -$1.32K ﹤0.01% 1558
2023
Q2
$15K Sell
285
-50
-15% -$2.65K ﹤0.01% 1572
2023
Q1
$19K Buy
+335
New +$20K ﹤0.01% 1387
2022
Q4
Sell
-1,957
Closed -$105K 1957
2022
Q3
$105K Buy
1,957
+1,387
+243% +$87K ﹤0.01% 1016
2022
Q2
$33K Buy
+570
New +$46.1K ﹤0.01% 1167
2022
Q1
Sell
-64
Closed -$10K 1848
2021
Q4
$10K Sell
64
-44
-41% -$10K ﹤0.01% 1418
2021
Q3
$28K Buy
+108
New +$31.1K ﹤0.01% 1165
2021
Q2
Sell
-40
Closed -$8K 1589
2021
Q1
$8K Buy
+40
New +$9.28K ﹤0.01% 1340
2020
Q3
Sell
-4,164
Closed -$717K 1431
2020
Q2
$717K Buy
+4,164
New +$525K ﹤0.01% 889

Other funds holding DOCU