Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-3,255
Closed -$223K 770
2025
Q4
$223K Sell
3,255
-410
-11% -$28.4K 0.01% 664
2025
Q3
$264K Sell
3,665
-1,267
-26% -$97.6K 0.01% 580
2025
Q2
$437K Buy
4,932
+236
+5% +$19.1K 0.02% 457
2025
Q1
$354K Sell
4,696
-209
-4% -$18.3K 0.02% 488
2024
Q4
$441K Buy
4,905
+1,360
+38% +$109K 0.02% 456
2024
Q3
$244K Sell
3,545
-9,400
-73% -$527K 0.01% 617
2024
Q2
$693K Buy
+12,945
New +$730K 0.04% 333
2022
Q2
Sell
-2,461
Closed -$264K 592
2022
Q1
$264K Buy
+2,461
New +$282K 0.02% 528

Other funds holding DOCU