Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$1.58M Buy
+23,082
New +$1.6M 0.01% 657
2025
Q2
$657K Sell
8,432
-761
-8% -$61.6K ﹤0.01% 767
2025
Q1
$748K Buy
9,193
+8
+0.1% +$701 0.01% 801
2024
Q4
$826K Sell
9,185
-2,744
-23% -$219K ﹤0.01% 633
2024
Q3
$741K Buy
11,929
+853
+8% +$47.8K 0.01% 640
2024
Q2
$593K Buy
11,076
+2,727
+33% +$154K ﹤0.01% 646
2024
Q1
$497K Buy
8,349
+2,688
+47% +$152K ﹤0.01% 723
2023
Q4
$337K Buy
+5,661
New +$260K ﹤0.01% 694
2022
Q3
Sell
-11,140
Closed -$639K 577
2022
Q2
$639K Buy
11,140
+5,412
+94% +$438K 0.01% 580
2022
Q1
$614K Buy
5,728
+1,424
+33% +$163K ﹤0.01% 579
2021
Q4
$656K Sell
4,304
-43,781
-91% -$9.98M ﹤0.01% 516
2021
Q3
$12.4M Buy
48,085
+45,977
+2,181% +$13.2M 0.08% 174
2021
Q2
$589K Sell
2,108
-5,030
-70% -$1.12M ﹤0.01% 581
2021
Q1
$1.45M Sell
7,138
-9,416
-57% -$2.18M 0.01% 518
2020
Q4
$3.68M Buy
16,554
+6,269
+61% +$1.41M 0.02% 424
2020
Q3
$2.21M Sell
10,285
-1,560
-13% -$324K 0.02% 404
2020
Q2
$2.04M Buy
+11,845
New +$1.49M 0.02% 394

Other funds holding DOCU