Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$380K Sell
8,009
-522
-6% -$26.7K 0.01% 591
2025
Q4
$584K Sell
8,531
-1,861
-18% -$129K 0.01% 512
2025
Q3
$749K Buy
10,392
+1,922
+23% +$148K 0.01% 481
2025
Q2
$660K Sell
8,470
-2
-0% -$162 0.01% 510
2025
Q1
$690K Sell
8,472
-2,463
-23% -$216K 0.01% 490
2024
Q4
$989K Sell
10,935
-87
-0.8% -$6.95K 0.02% 441
2024
Q3
$694K Sell
11,022
-1,042
-9% -$58.4K 0.01% 501
2024
Q2
$645K Sell
12,064
-763
-6% -$43K 0.01% 544
2024
Q1
$747K Sell
12,827
-99
-0.8% -$5.59K 0.01% 518
2023
Q4
$768K Sell
12,926
-222
-2% -$10.2K 0.02% 496
2023
Q3
$511K Sell
13,148
-1
-0% -$49 0.01% 537
2023
Q2
$672K Sell
13,149
-183
-1% -$9.69K 0.01% 522
2023
Q1
$777K Sell
13,332
-909
-6% -$54.2K 0.02% 502
2022
Q4
$789K Sell
14,241
-24,211
-63% -$1.18M 0.01% 577
2022
Q3
$2.06M Buy
38,452
+21,524
+127% +$1.35M 0.04% 349
2022
Q2
$971K Sell
16,928
-314
-2% -$25.4K 0.02% 525
2022
Q1
$1.85M Buy
17,242
+4,588
+36% +$527K 0.03% 433
2021
Q4
$1.93M Sell
12,654
-1,461
-10% -$333K 0.03% 419
2021
Q3
$3.63M Buy
+14,115
New +$4.07M 0.06% 293
2021
Q1
$3.61M Sell
17,808
-1,097
-6% -$254K 0.07% 279
2020
Q4
$4.2M Buy
18,905
+1,312
+7% +$295K 0.08% 230
2020
Q3
$3.79M Buy
17,593
+413
+2% +$85.7K 0.08% 222
2020
Q2
$2.96M Sell
17,180
-5,435
-24% -$685K 0.07% 258
2020
Q1
$2.09M Buy
22,615
+175
+0.8% +$14.1K 0.06% 283
2019
Q4
$1.66M Sell
22,440
-30,442
-58% -$2.09M 0.04% 398
2019
Q3
$3.27M Buy
52,882
+11,012
+26% +$577K 0.08% 254
2019
Q2
$2.08M Buy
+41,870
New +$2.24M 0.05% 338

Other funds holding DOCU