Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-6,393
Closed -$437K 1072
2025
Q4
$437K Buy
+6,393
New +$442K 0.02% 584
2021
Q4
Sell
-1,498
Closed -$386K 1277
2021
Q3
$386K Hold
1,498
0.02% 716
2021
Q2
$419K Hold
1,498
0.02% 676
2021
Q1
$303K Hold
1,498
0.02% 676
2020
Q4
$333K Hold
1,498
0.02% 539
2020
Q3
$322K Sell
1,498
-100
-6% -$20.8K 0.02% 495
2020
Q2
$275K Buy
+1,598
New +$201K 0.02% 451
2019
Q3
Hold
0
675
2019
Q2
Sell
-24,300
Closed -$1.3M 847
2019
Q1
$1.26M Buy
+24,300
New +$1.24M 0.09% 177

Other funds holding DOCU