DFPG Investments’s DocuSign DOCU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,528	Closed	-$570K	–	591
2023 Q2	$570K	Buy	10,528 +947	+10%	+$51.3K	0.05%	346
2023 Q1	$559K	Sell	9,581 -302	-3%	-$17.6K	0.06%	320
2022 Q4	$589K	Buy	+9,883	New	+$589K	0.1%	228