Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$17K Hold
358
﹤0.01% 1023
2025
Q4
$24.5K Buy
358
+163
+84% +$11.3K ﹤0.01% 955
2025
Q3
$14.1K Sell
195
-662
-77% -$51K ﹤0.01% 1016
2025
Q2
$66.8K Sell
857
-121
-12% -$9.79K ﹤0.01% 698
2025
Q1
$79.6K Buy
978
+811
+486% +$71K ﹤0.01% 644
2024
Q4
$15K Hold
167
﹤0.01% 818
2024
Q3
$10.4K Buy
167
+156
+1,418% +$8.74K ﹤0.01% 883
2024
Q2
$589 Buy
+11
New +$620 ﹤0.01% 1206
2024
Q1
Sell
-25
Closed -$1.49K 1025
2023
Q4
$1.49K Sell
25
-6
-19% -$275 ﹤0.01% 967
2023
Q3
$1.3K Hold
31
﹤0.01% 1094
2023
Q2
$1.58K Sell
31
-81
-72% -$4.29K ﹤0.01% 1063
2023
Q1
$6.53K Buy
112
+31
+38% +$1.85K ﹤0.01% 995
2022
Q4
$4.49K Hold
81
﹤0.01% 980
2022
Q3
$4K Hold
81
﹤0.01% 1011
2022
Q2
$5K Buy
+81
New +$6.56K ﹤0.01% 959

Other funds holding DOCU