Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$9.13M Sell
192,527
-448,724
-70% -$23M ﹤0.01% 1085
2025
Q4
$43.9M Sell
641,251
-17,013
-3% -$1.18M 0.01% 674
2025
Q3
$47.5M Buy
658,264
+194,051
+42% +$15M 0.02% 636
2025
Q2
$36.2M Sell
464,213
-94,257
-17% -$7.63M 0.01% 665
2025
Q1
$45.5M Buy
558,470
+12,392
+2% +$1.09M 0.02% 641
2024
Q4
$49.1M Buy
546,078
+113,608
+26% +$9.07M 0.02% 644
2024
Q3
$26.9M Sell
432,470
-121,049
-22% -$6.78M 0.01% 769
2024
Q2
$29.6M Sell
553,519
-13,374
-2% -$754K 0.01% 706
2024
Q1
$33.8M Buy
566,893
+170,071
+43% +$9.6M 0.02% 661
2023
Q4
$23.6M Buy
396,822
+44,955
+13% +$2.06M 0.01% 744
2023
Q3
$14.8M Sell
351,867
-41,243
-10% -$2.02M 0.01% 771
2023
Q2
$20.1M Buy
393,110
+102,094
+35% +$5.41M 0.01% 782
2023
Q1
$17M Buy
291,016
+88,488
+44% +$5.28M 0.01% 800
2022
Q4
$11.2M Sell
202,528
-22,151
-10% -$1.08M 0.01% 919
2022
Q3
$12M Sell
224,679
-97,451
-30% -$6.11M 0.01% 901
2022
Q2
$18.5M Sell
322,130
-124,826
-28% -$10.1M 0.01% 800
2022
Q1
$47.9M Sell
446,956
-45,363
-9% -$5.21M 0.02% 587
2021
Q4
$75M Sell
492,319
-56,165
-10% -$12.8M 0.03% 475
2021
Q3
$141M Buy
548,484
+87,385
+19% +$25.2M 0.07% 284
2021
Q2
$129M Sell
461,099
-2,627
-0.6% -$587K 0.06% 311
2021
Q1
$93.9M Buy
463,726
+6,784
+1% +$1.57M 0.05% 371
2020
Q4
$102M Sell
456,942
-13,918
-3% -$3.13M 0.06% 313
2020
Q3
$101M Sell
470,860
-75,235
-14% -$15.6M 0.07% 263
2020
Q2
$94M Buy
546,095
+83,836
+18% +$10.6M 0.07% 269
2020
Q1
$42.7M Buy
462,259
+89,479
+24% +$7.2M 0.04% 404
2019
Q4
$27.6M Sell
372,780
-220,243
-37% -$15.1M 0.02% 667
2019
Q3
$36.7M Buy
593,023
+273,356
+86% +$14.3M 0.03% 569
2019
Q2
$15.9M Buy
319,667
+107,112
+50% +$5.72M 0.01% 1079
2019
Q1
$11M Buy
212,555
+205,238
+2,805% +$10.5M 0.01% 1318
2018
Q4
$292K Sell
7,317
-5,366
-42% -$225K ﹤0.01% 3661
2018
Q3
$667K Buy
12,683
+10,809
+577% +$613K ﹤0.01% 3589
2018
Q2
$100K Buy
+1,874
New +$94.6K ﹤0.01% 4545

Other funds holding DOCU