Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$81.3K Sell
1,716
-2,915
-63% -$149K ﹤0.01% 944
2025
Q4
$317K Buy
+4,631
New +$320K ﹤0.01% 834
2024
Q2
Sell
-5,341
Closed -$318K 1044
2024
Q1
$318K Buy
+5,341
New +$302K ﹤0.01% 813
2023
Q1
Sell
-8,250
Closed -$457K 1065
2022
Q4
$457K Hold
8,250
﹤0.01% 783
2022
Q3
$441K Hold
8,250
﹤0.01% 783
2022
Q2
$473K Hold
8,250
﹤0.01% 798
2022
Q1
$884K Buy
+8,250
New +$947K ﹤0.01% 736
2020
Q4
Sell
-500
Closed -$108K 871
2020
Q3
$108K Buy
+500
New +$104K ﹤0.01% 740

Other funds holding DOCU