Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-9,729
Closed -$665K 704
2025
Q4
$665K Sell
9,729
-7,299
-43% -$505K 0.04% 453
2025
Q3
$1.23M Buy
17,028
+363
+2% +$28K 0.06% 311
2025
Q2
$1.3M Buy
16,665
+9,314
+127% +$753K 0.08% 277
2025
Q1
$598K Sell
7,351
-840
-10% -$73.6K 0.04% 458
2024
Q4
$737K Buy
8,191
+1,357
+20% +$108K 0.05% 394
2024
Q3
$424K Sell
6,834
-3,114
-31% -$175K 0.03% 544
2024
Q2
$532K Sell
9,948
-925
-9% -$52.2K 0.06% 346
2024
Q1
$647K Sell
10,873
-3,745
-26% -$211K 0.07% 319
2023
Q4
$869K Sell
14,618
-5,180
-26% -$238K 0.1% 242
2023
Q3
$832K Sell
19,798
-3,120
-14% -$153K 0.1% 243
2023
Q2
$1.17M Buy
22,918
+10,513
+85% +$557K 0.14% 165
2023
Q1
$723K Buy
12,405
+2,703
+28% +$161K 0.1% 208
2022
Q4
$538K Buy
9,702
+2,885
+42% +$140K 0.07% 265
2022
Q3
$365K Sell
6,817
-1,370
-17% -$85.9K 0.05% 322
2022
Q2
$470K Buy
8,187
+3,778
+86% +$306K 0.06% 292
2022
Q1
$472K Sell
4,409
-790
-15% -$90.7K 0.05% 321
2021
Q4
$792K Sell
5,199
-877
-14% -$200K 0.08% 227
2021
Q3
$1.56M Buy
6,076
+303
+5% +$87.3K 0.17% 125
2021
Q2
$1.61M Sell
5,773
-1,048
-15% -$234K 0.18% 120
2021
Q1
$1.38M Sell
6,821
-1,621
-19% -$376K 0.18% 124
2020
Q4
$1.88M Buy
8,442
+1,102
+15% +$248K 0.26% 86
2020
Q3
$1.58M Buy
7,340
+2,193
+43% +$455K 0.27% 84
2020
Q2
$886K Buy
+5,147
New +$649K 0.16% 139
2020
Q1
Sell
-6,997
Closed -$519K 373
2019
Q4
$519K Sell
6,997
-1,623
-19% -$112K 0.1% 197
2019
Q3
$534K Buy
+8,620
New +$451K 0.1% 198

Other funds holding DOCU