Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$308K Sell
6,500
-903
-12% -$46.2K 0.02% 449
2025
Q4
$506K Buy
7,403
+1,785
+32% +$123K 0.03% 269
2025
Q3
$405K Buy
5,618
+1,593
+40% +$123K 0.03% 309
2025
Q2
$314K Sell
4,025
-243
-6% -$19.7K 0.03% 288
2025
Q1
$347K Buy
4,268
+232
+6% +$20.3K 0.04% 232
2024
Q4
$363K Buy
+4,036
New +$322K 0.04% 229
2023
Q2
Sell
-3,551
Closed -$207K 271
2023
Q1
$207K Buy
+3,551
New +$212K 0.03% 202
2022
Q1
Sell
-1,339
Closed -$204K 314
2021
Q4
$204K Buy
1,339
+520
+63% +$119K 0.04% 279
2021
Q3
$211K Buy
819
+1
+0.1% +$288 0.04% 354
2021
Q2
$229K Buy
+818
New +$183K 0.05% 292

Other funds holding DOCU