Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$484K Sell
10,205
-61
-0.6% -$3.12K ﹤0.01% 949
2025
Q4
$702K Sell
10,266
-33,926
-77% -$2.35M ﹤0.01% 772
2025
Q3
$3.19M Sell
44,192
-5
-0% -$385 0.02% 405
2025
Q2
$3.44M Buy
44,197
+6,292
+17% +$509K 0.02% 386
2025
Q1
$3.09M Sell
37,905
-882
-2% -$77.3K 0.02% 401
2024
Q4
$3.49M Buy
38,787
+28,935
+294% +$2.31M 0.02% 381
2024
Q3
$612K Buy
9,852
+341
+4% +$19.1K ﹤0.01% 803
2024
Q2
$509K Buy
9,511
+341
+4% +$19.2K ﹤0.01% 851
2024
Q1
$546K Sell
9,170
-25
-0.3% -$1.41K ﹤0.01% 826
2023
Q4
$547K Sell
9,195
-1,026
-10% -$47.1K ﹤0.01% 819
2023
Q3
$429K Buy
10,221
+101
+1% +$4.95K ﹤0.01% 839
2023
Q2
$517K Sell
10,120
-2,713
-21% -$144K ﹤0.01% 790
2023
Q1
$748K Buy
12,833
+1,196
+10% +$71.3K 0.01% 653
2022
Q4
$645K Buy
11,637
+339
+3% +$16.5K 0.01% 682
2022
Q3
$604K Buy
11,298
+3,804
+51% +$238K 0.01% 688
2022
Q2
$430K Buy
7,494
+4,617
+160% +$374K ﹤0.01% 830
2022
Q1
$308K Sell
2,877
-605
-17% -$69.4K ﹤0.01% 995
2021
Q4
$531K Buy
3,482
+29
+0.8% +$6.61K ﹤0.01% 835
2021
Q3
$888K Sell
3,453
-742
-18% -$214K 0.01% 650
2021
Q2
$1.17M Sell
4,195
-139
-3% -$31.1K 0.01% 566
2021
Q1
$878K Sell
4,334
-275
-6% -$63.8K 0.01% 618
2020
Q4
$1.02M Sell
4,609
-482
-9% -$108K 0.01% 547
2020
Q3
$1.1M Buy
5,091
+109
+2% +$22.6K 0.01% 495
2020
Q2
$857K Buy
4,982
+235
+5% +$29.6K 0.01% 532
2020
Q1
$439K Buy
4,747
+1,171
+33% +$94.2K 0.01% 628
2019
Q4
$265K Buy
+3,576
New +$246K ﹤0.01% 869

Other funds holding DOCU