CAP Partners LLC’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Sell
2,873
-12
-0.4% -$935 0.14% 129
2025
Q1
$235K Buy
2,885
+23
+0.8% +$1.87K 0.17% 116
2024
Q4
$257K Buy
+2,862
New +$257K 0.18% 111