Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$229K Hold
4,839
0.01% 185
2025
Q4
$331K Sell
4,839
-350
-7% -$24.2K 0.02% 174
2025
Q3
$374K Sell
5,189
-2,581
-33% -$199K 0.02% 181
2025
Q2
$605K Sell
7,770
-366
-4% -$29.6K 0.03% 144
2025
Q1
$662K Hold
8,136
0.04% 146
2024
Q4
$732K Sell
8,136
-250
-3% -$20K 0.05% 117
2024
Q3
$521K Hold
8,386
0.03% 138
2024
Q2
$449K Hold
8,386
0.03% 141
2024
Q1
$499K Buy
8,386
+15
+0.2% +$847 0.03% 140
2023
Q4
$498K Hold
8,371
0.04% 136
2023
Q3
$352K Sell
8,371
-200
-2% -$9.8K 0.03% 147
2023
Q2
$438K Sell
8,571
-100
-1% -$5.3K 0.04% 154
2023
Q1
$506K Sell
8,671
-2,269
-21% -$135K 0.06% 117
2022
Q4
$606K Buy
+10,940
New +$533K 0.07% 105

Other funds holding DOCU