Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.56K Hold
33
﹤0.01% 876
2025
Q4
$2.26K Sell
33
-75
-69% -$5.19K ﹤0.01% 871
2025
Q3
$7.79K Hold
108
﹤0.01% 735
2025
Q2
$8.41K Sell
108
-111
-51% -$8.98K ﹤0.01% 672
2025
Q1
$17.8K Sell
219
-15
-6% -$1.31K ﹤0.01% 558
2024
Q4
$21K Sell
234
-5
-2% -$399 ﹤0.01% 547
2024
Q3
$14.8K Hold
239
﹤0.01% 593
2024
Q2
$12.8K Sell
239
-13
-5% -$733 ﹤0.01% 599
2024
Q1
$15K Sell
252
-56
-18% -$3.16K ﹤0.01% 588
2023
Q4
$18.3K Hold
308
﹤0.01% 543
2023
Q3
$12.9K Sell
308
-93
-23% -$4.56K ﹤0.01% 592
2023
Q2
$20.5K Sell
401
-1,611
-80% -$85.3K ﹤0.01% 527
2023
Q1
$117K Sell
2,012
-121
-6% -$7.22K 0.03% 268
2022
Q4
$118K Sell
2,133
-30
-1% -$1.46K 0.03% 259
2022
Q3
$116K Sell
2,163
-60
-3% -$3.76K 0.03% 256
2022
Q2
$128K Sell
2,223
-291
-12% -$23.6K 0.03% 256
2022
Q1
$269K Sell
2,514
-1
-0% -$115 0.07% 198
2021
Q4
$383K Sell
2,515
-88
-3% -$20.1K 0.1% 171
2021
Q3
$670K Buy
2,603
+186
+8% +$53.6K 0.19% 117
2021
Q2
$676K Sell
2,417
-9
-0.4% -$2.01K 0.21% 105
2021
Q1
$491K Buy
2,426
+128
+6% +$29.7K 0.17% 113
2020
Q4
$511K Sell
2,298
-593
-21% -$133K 0.2% 100
2020
Q3
$622K Buy
2,891
+240
+9% +$49.8K 0.28% 77
2020
Q2
$457K Buy
2,651
+2,446
+1,193% +$308K 0.23% 95
2020
Q1
$18.9K Buy
205
+95
+86% +$7.64K 0.01% 408
2019
Q4
$8.15K Buy
110
+60
+120% +$4.12K ﹤0.01% 631
2019
Q3
$3.1K Hold
50
﹤0.01% 681
2019
Q2
$2.49K Hold
50
﹤0.01% 678
2019
Q1
$2.59K Hold
50
﹤0.01% 634
2018
Q4
$2K Hold
50
﹤0.01% 628
2018
Q3
$2.63K Hold
50
﹤0.01% 608
2018
Q2
$2.65K Buy
+50
New +$2.52K ﹤0.01% 591

Other funds holding DOCU