Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$459K Sell
9,680
-253
-3% -$12.9K 0.45% 62
2025
Q4
$679K Buy
9,933
+448
+5% +$31K 0.62% 50
2025
Q3
$684K Sell
9,485
-424
-4% -$32.7K 0.66% 53
2025
Q2
$772K Sell
9,909
-593
-6% -$48K 0.74% 45
2025
Q1
$855K Sell
10,502
-94
-0.9% -$8.23K 0.91% 33
2024
Q4
$953K Sell
10,596
-1,581
-13% -$126K 0.76% 48
2024
Q3
$756K Sell
12,177
-599
-5% -$33.6K 0.59% 60
2024
Q2
$684K Sell
12,776
-707
-5% -$39.9K 0.55% 66
2024
Q1
$803K Sell
13,483
-52
-0.4% -$2.94K 0.58% 64
2023
Q4
$805K Buy
13,535
+3,237
+31% +$148K 0.58% 70
2023
Q3
$433K Buy
10,298
+1,360
+15% +$66.7K 0.33% 101
2023
Q2
$457K Buy
8,938
+858
+11% +$45.4K 0.3% 113
2023
Q1
$471K Buy
8,080
+2,875
+55% +$171K 0.33% 108
2022
Q4
$288K Sell
5,205
-5,622
-52% -$274K 0.24% 118
2022
Q3
$579K Buy
10,827
+68
+0.6% +$4.26K 0.49% 95
2022
Q2
$617K Buy
10,759
+5,993
+126% +$485K 0.14% 115
2022
Q1
$511K Buy
4,766
+351
+8% +$40.3K 0.34% 106
2021
Q4
$672K Buy
4,415
+187
+4% +$42.6K 0.45% 93
2021
Q3
$1.09M Buy
4,228
+39
+0.9% +$11.2K 0.75% 57
2021
Q2
$1.17M Buy
+4,189
New +$937K 0.8% 54

Other funds holding DOCU