Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-16,202
Closed -$963K 490
2023
Q4
$963K Buy
+16,202
New +$743K 0.08% 129
2022
Q4
Sell
-3,974
Closed -$212K 523
2022
Q3
$212K Sell
3,974
-127
-3% -$7.96K 0.02% 440
2022
Q2
$235K Buy
4,101
+1,836
+81% +$149K 0.02% 401
2022
Q1
$345K Hold
2,265
0.03% 325
2021
Q4
$345K Sell
2,265
-271
-11% -$61.8K 0.03% 325
2021
Q3
$653K Buy
2,536
+402
+19% +$116K 0.06% 174
2021
Q2
$597K Hold
2,134
0.05% 181
2021
Q1
$432K Sell
2,134
-248
-10% -$57.5K 0.04% 218
2020
Q4
$530K Buy
2,382
+995
+72% +$223K 0.06% 169
2020
Q3
$299K Buy
+1,387
New +$288K 0.04% 214

Other funds holding DOCU