Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$996 Hold
21
﹤0.01% 506
2025
Q4
$1.44K Hold
21
﹤0.01% 481
2025
Q3
$1.51K Hold
21
﹤0.01% 474
2025
Q2
$1.64K Hold
21
﹤0.01% 460
2025
Q1
$1.71K Hold
21
﹤0.01% 448
2024
Q4
$1.89K Hold
21
﹤0.01% 454
2024
Q3
$1.3K Sell
21
-225
-91% -$12.6K ﹤0.01% 489
2024
Q2
$13.2K Sell
246
-534
-68% -$30.1K 0.01% 369
2024
Q1
$46.4K Sell
780
-237
-23% -$13.4K 0.02% 253
2023
Q4
$60.5K Sell
1,017
-317
-24% -$14.5K 0.03% 226
2023
Q3
$56K Sell
1,334
-118
-8% -$5.78K 0.03% 231
2023
Q2
$74.2K Sell
1,452
-432
-23% -$22.9K 0.04% 205
2023
Q1
$110K Sell
1,884
-111
-6% -$6.62K 0.07% 174
2022
Q4
$111K Sell
1,995
-94
-4% -$4.58K 0.07% 165
2022
Q3
$112K Sell
2,089
-275
-12% -$17.2K 0.08% 167
2022
Q2
$136K Sell
2,364
-817
-26% -$66.1K 0.09% 158
2022
Q1
$340K Buy
3,181
+573
+22% +$65.8K 0.19% 113
2021
Q4
$398K Buy
2,608
+238
+10% +$54.3K 0.22% 108
2021
Q3
$610K Buy
2,370
+54
+2% +$15.6K 0.37% 81
2021
Q2
$647K Buy
2,316
+471
+26% +$105K 0.4% 76
2021
Q1
$374K Buy
1,845
+428
+30% +$99.3K 0.26% 97
2020
Q4
$316K Buy
1,417
+94
+7% +$21.1K 0.24% 97
2020
Q3
$284K Sell
1,323
-74
-5% -$15.4K 0.24% 92
2020
Q2
$241K Buy
1,397
+300
+27% +$37.8K 0.21% 104
2020
Q1
$102K Buy
+1,097
New +$88.2K 0.11% 160

Other funds holding DOCU