Charter Oak Capital Management’s DocuSign DOCU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-171	Closed	-$10K	–	328
2022 Q2	$10K	Hold	171	–	–	﹤0.01%	586
2022 Q1	$18K	Buy	+171	New	+$18K	﹤0.01%	534