Caption Management’s DocuSign DOCU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,000
Closed -$180K 681
2024
Q4
$180K Buy
+2,000
New +$180K ﹤0.01% 410
2024
Q2
Sell
-31,800
Closed -$1.89M 534
2024
Q1
$1.89M Buy
+31,800
New +$1.89M 0.03% 90
2023
Q2
Hold
0
477
2023
Q1
Sell
-30,200
Closed -$1.67M 488
2022
Q4
$1.67M Buy
30,200
+17,700
+142% +$981K 0.03% 93
2022
Q3
$669K Sell
12,500
-5,900
-32% -$316K 0.01% 189
2022
Q2
$1.06M Buy
+18,400
New +$1.06M 0.01% 181
2022
Q1
Hold
0
648
2020
Q1
Hold
0
389
2019
Q4
Hold
0
365