Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-66,227
Closed -$1.85M 2
2024
Q2
$1.85M Hold
66,227
13.57% 2
2024
Q1
$1.78M Hold
66,227
12.12% 2
2023
Q4
$1.86M Hold
66,227
12.81% 2
2023
Q3
$1.41M Hold
66,227
10.28% 2
2023
Q2
$2.25M Hold
66,227
16.7% 2
2023
Q1
$2.14M Hold
66,227
14.21% 2
2022
Q4
$2.22M Sell
66,227
-26,254
-28% -$802K 17.56% 2
2022
Q3
$2.79M Buy
92,481
+26,254
+40% +$962K 20.82% 2
2022
Q2
$23.1K Hold
66,227
13.21% 2
2022
Q1
$3.45M Sell
66,227
-26,604
-29% -$1.34M 19.05% 2
2021
Q4
$4.65M Buy
+92,831
New +$6.04M 24.36% 2

Other funds holding DOCS