Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$146K Buy
3,069
+2,272
+285% +$116K ﹤0.01% 1710
2025
Q4
$54.5K Buy
797
+288
+57% +$19.9K ﹤0.01% 1928
2025
Q3
$36.7K Sell
509
-204
-29% -$15.7K ﹤0.01% 2039
2025
Q2
$55.5K Sell
713
-68
-9% -$5.5K ﹤0.01% 1758
2025
Q1
$63.6K Sell
781
-31
-4% -$2.71K ﹤0.01% 1653
2024
Q4
$73K Sell
812
-26
-3% -$2.08K ﹤0.01% 1525
2024
Q3
$52K Sell
838
-145
-15% -$8.13K ﹤0.01% 1635
2024
Q2
$52.6K Buy
983
+82
+9% +$4.63K ﹤0.01% 1528
2024
Q1
$53.7K Sell
901
-91
-9% -$5.14K ﹤0.01% 1491
2023
Q4
$59K Sell
992
-121
-11% -$5.55K ﹤0.01% 1388
2023
Q3
$46.7K Sell
1,113
-61
-5% -$2.99K ﹤0.01% 1380
2023
Q2
$60K Sell
1,174
-55
-4% -$2.91K ﹤0.01% 1277
2023
Q1
$71.7K Sell
1,229
-13
-1% -$775 ﹤0.01% 1192
2022
Q4
$68.8K Buy
1,242
+17
+1% +$828 ﹤0.01% 1172
2022
Q3
$70K Hold
1,225
﹤0.01% 1128
2022
Q2
$70K Buy
+1,225
New +$99.2K ﹤0.01% 1128
2021
Q4
$268K Sell
1,759
-1,959
-53% -$447K 0.02% 611
2021
Q3
$957K Sell
3,718
-2,988
-45% -$861K 0.03% 460
2021
Q2
$1.88M Buy
6,706
+146
+2% +$32.6K 0.06% 295
2021
Q1
$1.33M Buy
+6,560
New +$1.52M 0.05% 341

Other funds holding DOCU