Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Hold
0
855
2024
Q4
Hold
0
863
2024
Q1
Hold
0
917
2023
Q4
Sell
-53,610
Closed -$2.46M 1124
2023
Q3
$2.25M Buy
+53,610
New +$2.63M 0.56% 62
2023
Q2
Hold
0
1332
2023
Q1
Hold
0
1504
2022
Q4
Sell
-10,091
Closed -$491K 1799
2022
Q3
$540K Sell
10,091
-79
-0.8% -$4.95K 0.07% 345
2022
Q2
$584K Buy
+10,170
New +$823K 0.07% 406
2022
Q1
Hold
0
2588
2021
Q4
Hold
0
2807
2021
Q3
Hold
0
2691
2021
Q2
Hold
0
2626
2021
Q1
Sell
-132,717
Closed -$30.8M 2233
2020
Q4
$29.5M Buy
132,717
+69,144
+109% +$15.5M 2.54% 14
2020
Q3
$13.7M Buy
63,573
+27,934
+78% +$5.8M 1.6% 27
2020
Q2
$6.14M Buy
+35,639
New +$4.49M 0.71% 52
2020
Q1
Hold
0
1413
2019
Q4
Hold
0
1406
2019
Q3
Hold
0
1360
2019
Q2
Hold
0
1261
2019
Q1
Hold
0
1257
2018
Q4
Hold
0
1239
2018
Q3
Hold
0
1102

Other funds holding DOCU