Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-8,032
Closed -$579K 488
2025
Q3
$579K Buy
+8,032
New +$619K 0.1% 253
2024
Q1
Sell
-145,965
Closed -$8.68M 441
2023
Q4
$8.68M Buy
+145,965
New +$6.69M 0.75% 29
2022
Q4
Sell
-25,390
Closed -$1.36M 513
2022
Q3
$1.36M Buy
+25,390
New +$1.59M 0.26% 118
2021
Q4
Sell
-4,460
Closed -$1.15M 351
2021
Q3
$1.15M Buy
+4,460
New +$1.29M 0.29% 103
2021
Q2
Sell
-6,506
Closed -$1.32M 933
2021
Q1
$1.32M Buy
+6,506
New +$1.51M 0.43% 52
2020
Q2
Sell
-50,389
Closed -$4.66M 1002
2020
Q1
$4.66M Buy
50,389
+45,879
+1,017% +$3.69M 1.01% 12
2019
Q4
$334K Buy
+4,510
New +$310K 0.03% 492

Other funds holding DOCU