Heron Bay Capital Management’s DocuSign DOCU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.25M	Buy	16,093 +66	+0.4%	+$5.14K	0.25%	47
2025 Q1	$1.3M	Sell	16,027 -156	-1%	-$12.7K	0.27%	49
2024 Q4	$1.46M	Sell	16,183 -1	-0%	-$90	0.3%	46
2024 Q3	$1M	Buy	16,184 +598	+4%	+$37.1K	0.21%	48
2024 Q2	$834K	Buy	+15,586	New	+$834K	0.18%	52