Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$119K Buy
2,000
+1,800
+900% +$102K 0.06% 404
2023
Q4
$11K Sell
200
-14,464
-99% -$663K ﹤0.01% 2325
2023
Q3
$615K Buy
14,664
+2,702
+23% +$132K 0.1% 368
2023
Q2
$611K Sell
11,962
-7,281
-38% -$386K 0.14% 269
2023
Q1
$1.12M Sell
19,243
-8,723
-31% -$520K 0.18% 187
2022
Q4
$1.55M Sell
27,966
-761
-3% -$37K 0.19% 164
2022
Q3
$1.54M Buy
28,727
+18,592
+183% +$1.17M 0.19% 196
2022
Q2
$581K Sell
10,135
-3,203
-24% -$259K 0.08% 489
2022
Q1
$1.43M Sell
13,338
-24,441
-65% -$2.81M 0.13% 288
2021
Q4
$5.75M Buy
37,779
+36,321
+2,491% +$8.28M 0.4% 77
2021
Q3
$375K Buy
+1,458
New +$420K 0.03% 948
2021
Q2
Sell
-5,958
Closed -$1.33M 5888
2021
Q1
$1.21M Sell
5,958
-3,066
-34% -$711K 0.1% 364
2020
Q4
$2.01M Sell
9,024
-42,520
-82% -$9.55M 0.16% 208
2020
Q3
$11.1M Buy
51,544
+26,073
+102% +$5.41M 1.16% 20
2020
Q2
$4.39M Buy
25,471
+23,473
+1,175% +$2.96M 0.46% 58
2020
Q1
$184K Buy
1,998
+1,498
+300% +$120K 0.02% 995
2019
Q4
$37K Hold
500
﹤0.01% 1828
2019
Q3
$30K Sell
500
-34,129
-99% -$1.79M ﹤0.01% 1878
2019
Q2
$1.72M Buy
+34,629
New +$1.85M 0.2% 102
2019
Q1
Sell
-4,190
Closed -$167K 4266
2018
Q4
$167K Sell
4,190
-36,757
-90% -$1.54M 0.02% 735
2018
Q3
$2.15M Buy
40,947
+35,145
+606% +$1.99M 0.2% 125
2018
Q2
$307K Buy
+5,802
New +$293K 0.03% 605

Other funds holding DOCU