Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,325
Closed -$231K 109
2024
Q2
$231K Hold
4,325
0.06% 113
2024
Q1
$258K Hold
4,325
0.07% 113
2023
Q4
$257K Buy
+4,325
New +$198K 0.07% 117
2022
Q4
Sell
-6,351
Closed -$340K 127
2022
Q3
$340K Buy
6,351
+571
+10% +$35.8K 0.11% 87
2022
Q2
$332K Buy
5,780
+1,354
+31% +$110K 0.1% 91
2022
Q1
$474K Buy
4,426
+1,829
+70% +$210K 0.14% 85
2021
Q4
$396K Buy
+2,597
New +$592K 0.12% 91
2021
Q3
Sell
-765
Closed -$214K 130
2021
Q2
$214K Buy
+765
New +$171K 0.06% 121

Other funds holding DOCU